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Automation no longer working
I have a project intake sheet with an automated email to me whenever a new project is submitted. It was working and now it's not, and I'm not sure why. Here's a snapshot of the automation: I am receiving the notification in Smartsheet and I've made sure that my automation settings are set to "unrestricted". I've also…
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Updating alert recipient in automation
Hello! I built out a form in Smartsheet and set up an automation workflow to notify a specified recipient whenever a form is submitted online. I'm trying to get the notification email to go to a shared email, but every time I enter the shared email under Alert Someone > Send to specific people, and hit "Save", it reverts…
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Make Single Line Form Entry into 18 Separate Rows
I have created a process using Helper Columns, Formulas and Automation that takes a 1 row form entry copies it into 18 separate rows based on the Sport Column and then copies those 18 rows into a 2nd sheet data sheet and then moves the entered row (Row 1) to an archive sheet. The theory was that when someone submits a form…
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Why is my renamed sheet not being recognized in the automation sheet lookup?
I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…
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Mode date related features
When a date is changed on an action, we would like for SS to be able to determine if the new date is Before or After the initial date. This would be a real game changer for tracking projects deliverables.
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Editable Comment Field for Approver When Declining
Add an editable comment field option when an automated approval request goes out so the approver can enter why they are declining a specific request.
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Merged: Organising Structure For Automations
This discussion has been merged.
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How do I force "Send from Triggering User" to send from sheet owner?
All three options for automated emails - are poor options, is there a workaround somehow? Send from Triggering user - We have a department full of people manually clicking a button which sends an email to clients, the client will not recognize their individual names. Send from Organization - My department has its own name,…
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Nested If statements
I am new here, but cannot figure out how to make a nested if statement or an automation to change the status based on a date in the past. What I would like to happen is when any of these dates are in the past AND the check box is not checked the current status will change to "DELAYED". I can get it to work for one argument…
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…