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Automation Question: Can they be this specific?
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…
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Reoccurring workflow start based on date in cell and end when a condition is met
It would be awesome to have be able to set a custom recurrence for a workflow that is triggered based on a Date Field instead of a hard coded date. This would be extremely useful for Update Requests and Alerts. For instance having it resend the UR/ Alert/ Approval until a condition changes that shows they have responded.
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Has anyone seen this issue before with column references inside the message body of an alert?
The template is setup with references to columns in the sheet for notifications. After the project is provisioned through Control Center, the message body is showing {{INVALID COLUMN}} instead of the column name set in the template.. I've never seen this issue before personally. Has anyone seen it?
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Edit Default Messages for time-based alerts
Would be great if we could edit the default message that Smartsheet sends for time-based alerts when 6+ rows are triggered. I like that it groups requests into one email, but I want to update what the email message says. The text reads "please update my online sheet" which reads a little funny because we're sending these…
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Help with automation
Hi. I need some help with automations based on upcoming expiry date of contracts. I want to send an email alert when a contract id within 3 months of expiry date. Initially I created a helper/formula field using a formula field called DUCE (days until contract expiry) by using Contract date - Today() and set condition DUCE…
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How can I set an alert/email to the contact in a cell as well as the triggering user?
I am new to Smartsheet and looking for a way to manipulate the automation templates: I have an automation that once a date is entered an email is sent to the contact in a cell alerting them that the information is ready to be worked on. It has been requested that the person that triggers this action (Enters the Date) be a…
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Placeholders in automation and column formulas
Do the placeholders {{cell content}} not work on automated messages on columns with a column formula? I can only get columns with no column formula to work when testing. But I heavily use column formulas as I am sure a lot of people do so that really limits what I can use automations for.
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Email Alert Notifications - Column vs Row Display
Is there a way to modify the way that the email alerts are displayed in the generated email from Smartsheet. Right now, if a sheet has a large number of columns it squishes them together. I have seen the emails come through as a row and a column view. I prefer the column view. Is there a way to set this?
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Flagging and Counting Consecutive Weeks of 'No Time to Report'
Hi everyone, I'm having trouble with a problem in Smartsheet. I need to flag instances where there is "no time to report" for consecutive weeks and count how many consecutive weeks this occurs. The two highlighted columns on the right show what I'm trying to achieve. Any help would be greatly appreciated!
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Alert Automation: Links are not working on our Client's Email but working on others
Hi All, Our problem is not being able to click the Hyperlink we attached to our Automated Alerts. When we test it out on our side, it works. It also works for external emails/personal emails. My initial conclusion is this could be a security issue on their outlook. But I would like to know if anyone experienced this before…
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Can I insert "Tiggering User" into alert email Text?
When creating and automation alert SmartSheet allows you to register the "Triggering User" within the email address of the sender. However I would prefer all our emails to come from "SmartSheet Automation" but it would be good if the Triggering User name can be included within the body of the alert email text. Does anyone…
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Attaching entire sheet of specific rows to a notification...
Odd problem but for example I would have a sheet of subprocessor vendors that includes a category, name, address, business line and other fields, when I add a new vendor to that list I would like to notify the customers who have requested that information of the new vendor name, address and category only, as well as all of…
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Automated Emails - maintain custom subject line
Per Smartsheet documentation (and experience), If you have an automation that runs on multiple rows, all rows will be grouped into one email notification. I don't have a problem with this. However, it overrides your Custom Subject line for the notification to a generic default: Subject: The placeholders in the subject will…
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Generate Document and Email to Form Submitter
I've created my form and workspace. Check. It's generating documents and autopopulating fields from the form exactly as expected. Is it possible to use the notification feature to send generated documents back to the person who originally submitted the form? There is an email field in the form and it is set as "Contact"…
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Inactivity Alert
I want to do this… but not sure since Alerts are not a thing anymore - or am i missing it? Smartsheet Inactivity Alert Setup Step-by-Step Process Open your Smartsheet, add modified system column Add a new column called "Inactivity Check Date" In the first cell of "Inactivity Check Date", enter this formula:…
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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Alert and Update Request in Same Workflow but Alert doesn't fire?
Hi All - maybe someone can spot what I'm missing here. I have an Automation that fires when our Admin sets a specific status column. When the value is "In Progress" it is supposed to send an Alert to the Requester, an Update Request to the Admin (or Admin and the Admin Backup) and then it sets a cell value (this step is…
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Alert Automation Not Working
I've set up a workspace and configured around 20 automations so far. However, I'm encountering an issue where the Alert Automations aren't functioning as expected. While the Approval Automations trigger correctly when tested, I’m not receiving the final alert once all approvals are completed. This issue also extends to…
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Custom Templates for Automated messages from Smartsheet
We would like to use a custom template based around our company when sending automated notifications from Smartsheet. We have specific templates we use when sending email notifications and would like to incorporate these into our Smartsheet notifications. This will allow us to utilize Smartsheet for all our company alerts.
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How to make alert notifications vertically formatted?
I don't want the alert style notifications to send horizontally with a bunch of squished and elongated columns (seen below) I want it to show vertically with up/down scroll: