Can't Edit or Delete "Send as Attachment" Recurrence
Hi all,
I have been assigned to take over the maintenance of a sheet. There are currently 3 "Send as Attachment" recurrences that I want to remove as they are no longer needed. When I click on a scheduled recurrence, the options of "Edit Recurrence" and "Delete" are not clickable. I am the Admin on this sheet and the Owner of sheet also tried but gets the same result. Does anyone know how I can remove or edit these recurrences? Thanks in advance!
Best Answer
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Genevieve P. Employee AdminIt sounds like you're looking at the Sheet's recurrence window but that at some point someone created a second Smartsheet item, a Report, and set up the recurrence from theReportand not the Sheet.
What's the Report name in the email? You may not be shared to it, so you may need to ask the Owner to share to you the Report so you can delete the workflow from there. See:Share a Report as an Attachment in Email
Cheers,
Genevieve
Answers
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Genevieve P. Employee Admin
The log on the right hand side also keeps track ofsentoccurrences. If you're unable to click "delete" it's likely because that's a log of a past automation that already sent out. In this case it looks like your three were sent in 2021.
You can tell if it's a recurring / future one because it will have two arrows in a circle and there won't be a sent date, like so:
Cheers,
Genevieve
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Hi Genevieve,
Thanks for the response, however, the owner is still receiving recurrence emails and there are no active workflows for notifications.
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I have also noticed that if I select "Send as an attachment" the body says "I've attached a copy of my sheet to review". The owner forwarded me an email from the most recent recurrence and the body says "I've attached a copy of my report for your review". I'm trying to find the recurrence that refers to the "report" but there aren't any active workflows for that.
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Genevieve P. Employee Admin
It sounds like you're looking at the Sheet's recurrence window but that at some point someone created a second Smartsheet item, a Report, and set up the recurrence from theReportand not the Sheet.
What's the Report name in the email? You may not be shared to it, so you may need to ask the Owner to share to you the Report so you can delete the workflow from there. See:Share a Report as an Attachment in Email
Cheers,
Genevieve
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Thank you!
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I believe you have to right-click a column header, and select \"unhide all columns\".<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107225,"type":"question","name":"Reminder Notification","excerpt":"Hi , i would like to see how can we setup reminder on fixed month and date every year.","snippet":"Hi , i would like to see how can we setup reminder on fixed month and date every year.","categoryID":321,"dateInserted":"2023-07-05T10:36:35+00:00","dateUpdated":"2023-07-05T11:38:19+00:00","dateLastComment":"2023-07-05T16:34:30+00:00","insertUserID":155444,"insertUser":{"userID":155444,"name":"TW1127","url":"https:\/\/community.smartsheet.com\/profile\/TW1127","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-05T16:34:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":155444,"lastUser":{"userID":155444,"name":"TW1127","url":"https:\/\/community.smartsheet.com\/profile\/TW1127","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-05T16:34:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":37,"score":null,"hot":3377129465,"url":"https:\/\/community.smartsheet.com\/discussion\/107225\/reminder-notification","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107225\/reminder-notification","format":"Rich","lastPost":{"discussionID":107225,"commentID":383769,"name":"Re: Reminder Notification","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383769#Comment_383769","dateInserted":"2023-07-05T16:34:30+00:00","insertUserID":155444,"insertUser":{"userID":155444,"name":"TW1127","url":"https:\/\/community.smartsheet.com\/profile\/TW1127","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-05T16:34:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-05T16:34:15+00:00","dateAnswered":"2023-07-05T12:08:47+00:00","acceptedAnswers":[{"commentID":383697,"body":"
Hi @TW1127<\/strong><\/a><\/p> You can set an automation workflow for this, select reminder automation, and set the month and date for each year, please refer to the image. If required can customize as per the requirement. <\/p> I hope this works for you!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107198,"type":"question","name":"Lost Sheets","excerpt":"Hi, I had two admin accounts and was looking to close the older admin account so changed ownership of several sheets to the admin that was to remain. When I logged in as the retained admin, I noted that many of the sheets had disappeared. These sheets are critical to our business so how can I restore them? I have raised a…","snippet":"Hi, I had two admin accounts and was looking to close the older admin account so changed ownership of several sheets to the admin that was to remain. When I logged in as the…","categoryID":321,"dateInserted":"2023-07-04T03:50:51+00:00","dateUpdated":"2023-07-04T08:13:37+00:00","dateLastComment":"2023-07-04T11:02:50+00:00","insertUserID":163114,"insertUser":{"userID":163114,"name":"htperth","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/htperth","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-04T10:50:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-05T22:44:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":37,"score":null,"hot":3376914821,"url":"https:\/\/community.smartsheet.com\/discussion\/107198\/lost-sheets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107198\/lost-sheets","format":"Rich","lastPost":{"discussionID":107198,"commentID":383633,"name":"Re: Lost Sheets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383633#Comment_383633","dateInserted":"2023-07-04T11:02:50+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-05T22:44:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-04T10:37:47+00:00","dateAnswered":"2023-07-04T08:24:14+00:00","acceptedAnswers":[{"commentID":383621,"body":" Hi @htperth<\/a> <\/p> I hope you're well and safe!<\/p> Have you checked the Sheets and the Deleted sections?<\/p> Did that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week & Happy Independence Day!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. 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