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PTO/Absence tracker - how to deal with recurring events
I am creating a PTO/Absence tracker for our service technicians team. I have 2 separate input forms. - one to record/request PTO filled out by the service technicians themselves - another for Supervisors to book a service technician to a client site for a dedicated amount of time, - i.e., every MON for the next 3 weeks -…
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MS Power Automate Get Last Row of Data
The desired flow is: Smartsheet form is completed which includes three key pieces of info: Name, Email, Waiver This creates a new row in a Smartsheet A Power Automate flow is triggered where it checks specifically the Waiver (which is a dropdown either needed or not needed). If needed, the flow continues. I built an…
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Automation - Move a row to a Sheet using where the Sheet Name is a row Column formula.
In the setup of an Automation to move a sheet row to a sheet name that actually a row cell value. Want the automation to allow the 'Move to:' value to come from a cell located on the row being moved. This would allow this sheet-to-sheet automation to happen without a manual entry and enhance the automation abilities ten…
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Approval WorkFlow Email showing in comments cell
I have a approval workflow for my team so anyone on my team can approval or decline a request. However in the comment section it is automatically capturing the email the approval is being sent to in the comments. How do you disable this?
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Daily automations
I set up 10 daily automations for my SS to change a cell every hour from 8am to 5pm. I set the automations to be daily with no end. It worked yesterday until 3pm and then stopped. Nothing happened this morning. How can I fix this?
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Invalid Workflow - need help in resolving issue
I have an intake sheet where entries are added needing approval. I have a column set by a formula that looks up the type of request to determine the number of approvals needed. I was trying to send out the approvals right away but the formula wasn't resolving fast enough so I now have another workflow that sest a column…
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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Add Explicit Automation Order Execution
The ability to explicitly create an order of execution for automations rather than relying on the last modified date would be beneficial to Smartsheet Designers. My suggestion is to add a dependency dropdown box as part of the trigger box. The dependency dropdown box would self-populate with the names of automations…
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List of automation workflows
Having a list of all the automation worflows on all the sheets, or all the automation someone's name is on could be useful for maintenance. If some employee change responsability, it would be nice to easily find all the automatic workflow that they are involved in.