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Working with an update request workflow
Hi, I have setup a workflow around an "Update Request" but the one field that I would like them to be able to update does not allow it. I have checked that the field is not locked as well. I have attached a snap shot of both the workflow and how the form comes through. What am I doing wrong?
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default links in Notifications email
I have our sheet set up to send a notification to the client as their project moves through our department. In this case, for instance, the client will request something to be designed and printed, they will get an automatic email notification as the project moves into design production, in review, to print, then complete.…
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Open link at end of form within Smartsheet app
Currently when a user is finished with a form and hits submit there is a url that automatically takes them to a different form. This works just fine in the safari app. However in the Smartsheet IOS app, it simply closes the form and does not open the next one. Any idea what the problem is? I would like users to use the app…
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How to test workflows
Hi everyone! I have a question, so I have workflows that should send out reminders/approvals two week prior to a certain day, but I am trying to test the workflow if it is working and the problem is that I have to wait every top of the hour because that is the only time it sends out the reminder,approvals. Is there another…
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Send as Attachment Down?
Hi All, I have several who have reported not receiving their usual attachment recurrences since late yesterday. I did a send as attachment to myself as a test and to several others to no avail. Is anyone else experiencing this today? -Chris
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HELP - Nested IF Statement
Having trouble with the nested if statement. I made sure to spell my columns EXACTLY as they are on the sheet. First, here is my criteria: 1) If Dev Mgr Approval is Submitted, then show Pending Mgr Approval 2) If Dev Mgr Approval is Declined, then show Declined 3) If BOT Approval Req? is Yes, then show Pending BOT Approval…
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Columns Automatically Unhiding With Form Submission?
Hello all, We use a form for our open order sheet. We removed an item from our product list and I want to hide this item in our open order sheet (not deleted it, incase we add a new product because I already have all the automation and reporting set to include these columns). I have NUMEROUS hidden columns in this sheet,…
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Report not including today's date results
Hello, I am trying to get a report where I don't need any information that falls prior to 7 days from today so I have that option selected on the "When" but the problem is that the report is not showing today's results at this point. Any idea how I can automate this? I chose to add another criteria where the date also is…
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'Force' form interface with a sheet
I have a sheet which I'd like people to only access via a form on the Dashboard. Is that possible?
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Reports not refreshing, again
Hi I'm finding that reports are not refreshing accurately when the underlaying data, in a smartsheet, has changed (and been saved before you ask). The source data is around 20 rows so this should not be a problem. We have seen this issue previously. It seems to fix itself - i.e. we make no changes and suddenly the report…
