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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
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can you set up weekly reminders for a date that has gone in the past (off a cell in the sheet)
Im looking to set up a reminder automation that will send out reminders on a weekly basis if tasks are not completed by a certain date. In my sheet there are numerous dates and they are pulled in from formula (dynamic) meaning that i need to pull it off a specific column / cell in the sheet. although the automations allow…
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Customize hyperlink destination in reminders/notifications
I tend to use a lot of large sheets with contributors from multiple sites interacting with the sheet through reports, and use automations to notify users when they need to input information in their report. Unfortunately, the notifications link back to the sheet itself and not to the user's report. It would be very useful…
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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Copy Row Reminder to Another, or All, Rows
In a project with multiple date columns that function as due dates, you can set up row reminders that correspond to those due date columns. This is in addition to setting up Automated Workflows that can email reminders on due dates. But why would you want to set up row reminders in addition to using the Automation…
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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
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Reminder Automation - Help Needed
Am I overthinking this? I have a sheet set up to send out a notification when someone is assigned to a row. I am looking to also send a follow up reminder after 5 days if the assignee has not taken any action. However, both the notification automated email and the reminder automated email are sending at the same time. Any…
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Do users have to login to receive notification emails as an automated workflow from a sheet?
I have an author schedule for a weekly blog that I would like to use to send out an automated reminder email to the assigned author each week. They don't need to go into the sheet to update anything, it's just for me to track. We are in the process of creating SS accounts for each author but I want to make sure I'm giving…
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Automation-Date in the past
I have a column named "Shipping Date" and then, a second column with a formula that gives us a date 5 weeks prior to that "Shipping Date". This second column triggers and automation to contact the customer once the date is reached. What if the line is entered and the 5-week gap is a date in the past? How should our…
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Automated messages send rows filled with dark color
Hello, I am having an issue with automated messages. The issue is the rows I selected to send are coming in via email with the background filled in a very dark color. It is very hard to read and will likely be ignored by users. It is happening when using several automations. However, here is an example of the most recent.
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HOURLY reminder function
Hi everyone, I've been looking through dozens of post in the last couple of days to gain some insight on how to set up HOURLY reminders based on a status of a column not changing. I have not been able to figure this out as most of the references I am seeing are about Daily reminders and fields that have Dates in them. Here…
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Automated Reminder Status Linking
I am wondering if it is possible to link automated reminders to my status colors on my Gantt chart. For example, if an item is completed, it turns green; if it is due in 7 days, it turns yellow; and if it is due on the day or is overdue, it turns red. And if it is overdue, then it wont sent out the reminder.
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Row Reminder Email with Link
It would be much more convenient if there was a link to the sheet in the email received from a Row Reminder, like there is from an Automation email.
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All permissions and triggers set correctly, yet I'm not receiving reminder emails
Hello, I have two sheets (Reminders and Shipment) in my account and both have workflows that run reminders, however, I don't get the reminder emails from the Shipment sheet. When I run the reminder workflow using the "Run Now" function, I get the email but when I run it through the trigger, I don't get the email. Find…
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Proof Reminders that contain a link to the proof
Currently we can setup reminders for the approval of a proof or other details around a proof, but there is not a way to send a reminder to a person and have the reminder contain a link to the proof. It would be similar to the current notification that goes out when an approval is setup for a proof.
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Reminder to do something after so many days
Hello - I am trying to write an automation with a delay in it. Specifically, when a card/task gets moved to completed, I am auto filling in the date it was completed. I am hoping to reminded to follow up with the person 6 months after the work was completed to see if it really met their needs or if there was any more I…
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Automation Help - Alert e-mail with attachments
Hello! I have set up an automation for a sheet so that when a contract is executed. When there is a request for a new contract, an employee completed a form that includes attachments. The completed form adds to the sheet, and another employee begins work on the contract. The employee adds the date to the sheet that the…