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Approval from multiple Approvers
Hi Can we move to the next step in an approval workflow if just one of the users approves an approval request? For clarity, my process requires both options: that is, in some cases, "seek approval from all the approvers and then only move to the next step" whereas in some cases, "seek approval from any single approver and…
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How to summarize the message for an automation with multiple rows
Hello, I built an automation that runs on a daily basis based on some parameters. The message sent with the automation duplicates for each row that is included in the email notification. How can I avoid having multiple messages but only one message at the beginning ?
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Can a form update a specific row, rather than just adding rows to the bottom of a smartsheet?
I have a form and I'd like the form to recognise an already existing row on its linked smartsheet where the submitted form contents update a given row. I think it might be the case that forms just add rows to the bottom of a smartsheet (and then they manually need to be edited in such case). Can anyone shed any light…
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Is there a way to automate a row copy and have the row link back to the original cells?
I'd like to rows, when changed in one sheet to copy to another sheet on a specific trigger, but once copied I'd like the cells to link back to the cells in the original sheet so any changes to the row in the destination sheet is reflected on the original sheet. Is there a way to automate this, or would the link have to…
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"When Triggered" Automations Behaviour
A colleague of mine has sent me a question that has stumped me and has got me thinking my understanding of how automations work has been wrong. She sent me the following: We have automations that are set up to send when triggered that send emails to support when someone requests access to one of our products and also a…
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Preserving Cell Links When Moving Rows to a Different Sheet
Hi all, Is there a way to preserve cell links when moving rows from one sheet to another? Fairly simple question but here is the background: We have two Master Schedule sheets -- one for projects under development ("In-House") and one for projects that have shipped to the field and are being installed and commissioned at…
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Timestamp Workflow not working
I found someone's article (link) about how to timestamp using a workflow. I tried it exactly the way the article set it up and rather than timestamping newly entered lines, it completely overwrote every single date in the column including all previously entered lines. I also tried all of these (using the trigger "when rows…
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Multi-Tier Blueprints
We have Multi-Tier enabled. We will have three tiers. Aside from manual provisioning, can we automate the lower level children to provision into their parent provisioned folders. Example: Top Level is Client. The next level is Program/Unit Type. The lowest level is the different Stages/Tranches. Client A provisions into…
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Who can create new sheets
I wanted to confirm. As the only licensed user at my organization, I will need to create and then share sheets with all other users here? They can edit and add to a sheet but cannot make a new one themselves? Including they cannot copy to new a template? EDIT( to clarify we have a business level account)
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display a single column content if Other is selected
I have a salutation column which we use in one of the automation, but one of the options is Other where we allow our users to enter the custom one. I combine them in a single column as =JOIN(Salutation@row:[Other Salutation]@row) for that automation, but then it gets clumped like 'Otherother'. How can i combine both column…