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Is it possible to create an automation that highlights only certain rows on email?
I have created an automation that sends an email when a date is reached. I would like if the email that is received ONLY shows the information in the row that the triggering date is in. Is that possible? Currently it sends the entire column.
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Automation not triggering
Hello Community, I am having issues with an automation not firing, not sure what is tripping it up: Also I am unsure if I should see the Update Request icon highlighted in the left margin, when this fires? Of course if I manually click to send an Update Request, it does highlight, but I am trying to set this up so that it…
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Ability to Include selected fields in Smartsheet Notifications - With out the Link to SMARTSHEET.
It would be great to have the ability to exclude link to the smartsheet while including smartsheet fields in smartsheet automated notifications. This is because we want users to use dynamic view instead of directly accessing smartsheet. With dyamic view we can control what they see and what they can edit.
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Sent From Triggering User AND Include All Attachments on a Rows
Is there any way to create an automation that includes all attachements on a row, but also correctly shows the Triggering User? Process is User Completes Update Request with PDFS → This Triggers Update Request to Management → Management Approve via Updated Request → Trigger Email to Accounts However, the Accounts team…
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Managing multiple due dates
Hello all, I need help creating a formula to select the most recent due date for a row. We currently have an automation that removes rows when the due date is past. Some rows have multiple due dates. We would like to enter all dates in one row, and have the sheet utilize the most current date to sort the row and then…
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Date column auto update when changes are made
Hi, I have a sheet that lists a bunch of different sheets and workspace. On that line I have a date column when it was last updated. I was wondering, can I get that date column to auto update when a different sheet has changes made to it? Or somehow create a dashboard or report that mimics this.
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Automation Run Options - Add Workday and monthly as an option
Problem Statement Current automation workflows run based on calendar frequency only, without considering working days. For reminder-based workflows, this creates unnecessary noise. When notifications run over weekends, users return on Monday having received multiple duplicate reminders, which leads to: Perceived spam and…
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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When updating any setting for recurring email or update requests prevent "This date and time must be in the future error" for start date
It would be nice to not have Smartsheet do a full validation check on all fields for existing scheduled recurring emails or update requests. It is nice to have the historical value of the original start date for the recurring task, and an annoyance to have to change the start date to next day when just updating the end…
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ワークスペース招待時のメッセージ重複について
ワークスペースにユーザーを招待した際、Smartsheetから招待メールが通知されるかと思います。 その際、通知されるメッセージ内容が重複して表示される事象が発生しています。 同様の事象について原因や解決方法をご存知の方がいらっしゃいましたら、ご教示いただけますと幸いです。 具体的には、以下のような内容のメールが送信されています。 ※一部伏せています 次のワークスペースに招待されました: 〇〇株式会社｜デモ環境 〇〇（ユーザー名）さんがワークスペースを共有しました 〇〇株式会社｜デモ環境 お世話になっております。 〇〇です。 打ち合わせ時にご紹介したプロジェクト管理用のデモ環境を共有いたします。…