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Troubleshoot Workflows/notification not going to specific people (index/match formula driven)
Hello! I have a universal intake sheet to manage a variety of request. Assigned approvers are populated based on index/match formulas using a contact column. The notifications are working for everyone except one person. Oddly enough, when I push the notification as a test (and notify me), I don't get the notification…
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Approval Request
I have a Form that our service technicians send out and it triggers an Approval Request process. The conundrum I'm running into is some of the questions on the form are quite lengthy, so they have been added as 'Labels' as opposed to putting the question in the Column Header. When the Approval Request is funneled to…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Is there possible to set up the dedicated password before "open request" to enter approval page
If the approver A has got the request and have no permission to the attachment, he will forward this email to related party to get the password. In this case, other people such as B may click this link and submit it by mistake once got the link. And Smartsheet will record that "A" has approved this request. How can we…
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how to resend an approval notification
I need to resend a approval notification if its not approved in 2 hours.
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Change workflow triggered with new item
I have two approval workflows, one for initial approval, triggered by “when rows are added” and “email address” changes to anything. Second is a change request workflow triggered by when “rows are changed” and “start date” or “end date” changes. When I add new rows, the both workflows are triggered and I can’t figure out…
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Approval Workflow improvement - Keep the initial Value when request rejected
Status quo: I create a workflow with a request to review and approve a certain value in a cell. The review as the option to approve or decline. Issue: In case of an approval, not issue. BUT in case the approver rejects the request, means he wants to express that the new / changed value is not correct, the wrong value…
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Approval Workflows - Use of initial data after rejection
Hi. I want to create an approval workflow for the following example: I have a list with contact for several equpiments. Now, somebody will change a name. In this case, a workflow will be triggered (trigger is change of the value), requesting the approval of the Manager. Setting up this is clear. My questions is focusing on…
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Adding a fillable field to Approval
We are looking for a way that our approvers can add a comment to Approval notices they receive. Is there a way to add or include a fillable field directly into the Approval notice? Our other option is to have the Approver approve/deny from the Approval notice and then to automate a request update that has the "Comment"…
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How to suppress "Send me a copy of my responses" checkbox in Approval request form
At the bottom of Approval Request forms, there is a checkbox labeled "Send me a copy of my responses". Is there a way to remove that from the Approval Request form? The "Customize message" options in the "Request an approval" automation do not allow (it seems) the checkbox to be removed. This question was asked some time…