Automation doubles up on emails?

我们有一个自动化设置将电子邮件发送到project admin every time someone fills out our SmartSheet request forms. Each employee has their own unique form, but sometimes if input is sent very close to the same time from either the same or different employees, SmartSheet puts both requests into a single email to the admin. Our admin has to forward these on to other teams and must keep each request in a separate email string. Having two requests on the same email creates additional work for her.

Is there any way to prevent this?

Answers

  • Victoria_Indimar
    Victoria_Indimar ✭✭✭✭

    Hello@RPSYvonne- I have some thought but have some clarifying questions first. What are the trigger(s) for your automation? And is it all in one automation? Also, how do you distinguish which form was used and/or the admin the email should go to?

  • Good questions!

    The trigger is the addition of a line to the Sheet, which happens every time a form is submitted. The workflow says that any time a line is added, an email with the information from that line should be sent to the admin (always the same email address). There's a separate workflow that emails a copy of the information to the person who submits the form.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@RPSYvonne

    I hope you're well and safe!

    Can you share some screenshots of the Workflow(s)?(Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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  • Hi:

    Sorry for the late reply - I've been out of the office. Here are the automations with personal info blocked out. I've also included a screenshot of the doubled email. The red line is where one entry ends and the other begins.


    I also included a screenshot of the body of the email we receive and a snippet of the entry for the same. We also recently noticed that the information is being truncated on the email, for instance, the end of a phone number or order number dropped on the email but whole on the sheet. It's really weird. I'm starting to wonder if the size of our Smartsheet could have something to do with it. We have about 5K lines in it already.

    Any help or advice would be much appreciated. I love how Smartsheet has simplified our workflow for these warranties but if we can't fix the accuracy issues, we won't be able to use it.

    Thank you!!

    伊冯

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    @Andrée StaråWas there an update I missed? I remember in the past, using a {{Placeholder}} was one of the recommended ways to keep an automation from grouping email, but it looks like the emails are being grouped even with {{Placeholders}}?

    10xViz.com

    Come see me at ENGAGE 2023! I have "Happy to help" buttons!

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  • l.gann
    l.gann ✭✭

    @Paul Newcomeor@Andrée Starå- is there a workaround for this? I also need to accomplish this, but the emails will be going to external speakers and must be separate. I have a list of ~50 speakers that need to receive communications individual to their respective lines in my tracker.

    I appreciate any guidance!

I initiated a support request on this, and the Smartsheet support team clarified that it functions according to its intended design, where it checks the box when a new record is created using the 'New' button within the dynamic view.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":[{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":110369,"type":"question","name":"data shuttle filter lacks an option to filter rows dynamically on date fields","excerpt":"I need to apply a dynamic filter criterion to a date field, specifically filtering for rows where the transaction date is current day, within a data shuttle workflow. Unfortunately, I can only find static date choices, which is inconsistent from what's possible in Smartsheet reports (where I can use the \"is today\" filter).…","snippet":"I need to apply a dynamic filter criterion to a date field, specifically filtering for rows where the transaction date is current day, within a data shuttle workflow.…","categoryID":343,"dateInserted":"2023-09-16T17:39:28+00:00","dateUpdated":"2023-09-18T14:55:38+00:00","dateLastComment":"2023-09-20T16:19:49+00:00","insertUserID":166645,"insertUser":{"userID":166645,"name":"Naren","url":"https:\/\/community.smartsheet.com\/profile\/Naren","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T22:49:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":166028,"lastUserID":166645,"lastUser":{"userID":166645,"name":"Naren","url":"https:\/\/community.smartsheet.com\/profile\/Naren","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T22:49:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":115,"score":null,"hot":3390115157,"url":"https:\/\/community.smartsheet.com\/discussion\/110369\/data-shuttle-filter-lacks-an-option-to-filter-rows-dynamically-on-date-fields","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110369\/data-shuttle-filter-lacks-an-option-to-filter-rows-dynamically-on-date-fields","format":"Rich","tagIDs":[474],"lastPost":{"discussionID":110369,"commentID":396228,"name":"Re: data shuttle filter lacks an option to filter rows dynamically on date fields","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396228#Comment_396228","dateInserted":"2023-09-20T16:19:49+00:00","insertUserID":166645,"insertUser":{"userID":166645,"name":"Naren","url":"https:\/\/community.smartsheet.com\/profile\/Naren","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T22:49:21+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-20T16:19:59+00:00","dateAnswered":"2023-09-20T05:46:50+00:00","acceptedAnswers":[{"commentID":396127,"body":"

@Naren<\/a>, while you will need an extra column its easy to accomplish.<\/p>

  1. Create a new column called say \"Today\"<\/li>
  2. In the column, create a column formula, for TRUE \/ FALSE, to check if the date in JVd Date = Today(). <\/li>
  3. This way you will get TRUE for columns where JVd Date is today. <\/li><\/ol>

    Now as this represents a static column, you can use filter on this column in your data shuttle. Also, you can hide this column in sheets so as not to add clutter. Hope it helps. Let me know if you need any further clarity on above steps.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":[{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":108840,"type":"question","name":"WorkApps - Admin Permissions on Assets","excerpt":"Hi, We are using WorkApps more and more to create a \"one-stop shop\" where users can go to access forms, sheets, reports, dashboards & dynamic views. Some users have admin access to sheets, and we lock certain columns to ensure that editors can only amend specific information. However, when sheet admins use WorkApps then…","snippet":"Hi, We are using WorkApps more and more to create a \"one-stop shop\" where users can go to access forms, sheets, reports, dashboards & dynamic views. Some users have admin access…","categoryID":343,"dateInserted":"2023-08-11T03:12:23+00:00","dateUpdated":"2023-08-11T08:46:32+00:00","dateLastComment":"2023-09-19T17:24:04+00:00","insertUserID":125212,"insertUser":{"userID":125212,"name":"Neil Watson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Watson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pglbKXXltro!HIFbX6W_ivo!Lnqe5-nvNY5","dateLastActive":"2023-09-25T05:46:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":91566,"lastUserID":111441,"lastUser":{"userID":111441,"name":"jeremypyles","url":"https:\/\/community.smartsheet.com\/profile\/jeremypyles","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-11\/b9\/65\/nb9656e7387a82b731c1b080f19fcd3ff.jpg","dateLastActive":"2023-09-19T17:42:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":158,"score":null,"hot":3386870787,"url":"https:\/\/community.smartsheet.com\/discussion\/108840\/workapps-admin-permissions-on-assets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108840\/workapps-admin-permissions-on-assets","format":"Rich","lastPost":{"discussionID":108840,"commentID":395935,"name":"Re: WorkApps - Admin Permissions on Assets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/395935#Comment_395935","dateInserted":"2023-09-19T17:24:04+00:00","insertUserID":111441,"insertUser":{"userID":111441,"name":"jeremypyles","url":"https:\/\/community.smartsheet.com\/profile\/jeremypyles","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-11\/b9\/65\/nb9656e7387a82b731c1b080f19fcd3ff.jpg","dateLastActive":"2023-09-19T17:42:11+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T23:36:29+00:00","dateAnswered":"2023-08-11T18:10:14+00:00","acceptedAnswers":[{"commentID":390276,"body":"

    Sounds about right. Are you looking for some kind of guidance on a specific issue?<\/p>"},{"commentID":395935,"body":"

    Unfortunately WorkApps are meant for data users and not much if any administration, design or creation by sheet owners can be done directly in the WorkApp.<\/p>

    Because of this, a lot of our users (who do have access to higher level stuff) abandon the WorkApp and prefer to work directly in the sheets so they can do high-level changes.<\/p>

    Then they forget about the WorkApps during meetings and I say, \"open the WorkApp and let's keep using the WorkApp ok?\"<\/p>

    They do that, hit a wall and then say \"see, this is why we abandoned the WorkAppin the first place...we can't do half the stuff we need to in the WorkApp...\"<\/p>

    Sigh.<\/p>

    😔<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":688,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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