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Email Notification : Removing the "Personal Email" on the "Changes made by" details
I saw that there were recent updates regarding email notification we set up through Automation. We can now choose "Send from Smartsheet Automation" and "Send from my organization". Currently using the option "Send from my organization" and then the messages includes "Links to sheet and specific fields" option on the "Alert…
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Merged: Feature Request: Option to Remove or Hide "Changes Made By" Footer in Automation Email Notifications
This discussion has been merged.
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Merged: Data Shuttle link to "Push" manually from Report to run Data Shuttle from a sheet field or Dashboard Button
This discussion has been merged.
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Merged: Add Automation Run History Log for Alert, Notification, and Action-Based Workflows
This discussion has been merged.
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Issue with Automation Not Triggering from Data Shuttle + Formula Helper Column
I’m running into an issue with a Smartsheet automation not triggering as expected. I have a Project Status Helper column (checkbox) that is a formula column. The formula checks if Project Status is blank, and if so, it checks the box (intended to flag new projects). New rows are being added via Data Shuttle. I have an…
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Can I set up automation to copy a row to another sheet and duplicate there based on specific criteria?
We're using Smartsheet to track the number of vacancies and the subsequent recruitment process to fill them. Most of these vacancies are multiple openings for the same job role and we have how many openings on the sheet (e.g. 3x HR Coordinators). Currently, we're using a sheet to set-up the vacancy (settle on job…
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Smartsheet Automation Problem
Here is a very simple automation which says that if a row is added or changed, and the value of Status is blank or 'On Hold', then change it to 'Backlog'. Now i add two rows, first has status blank, and second has status 'On Hold'. The automation changes the value of second row and not the first. Anyone has an idea why? Is…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…