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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Is it possible to send a copy of a form to someone else at time of submission?
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Automation messages
Hello Everyone, Is there a way to change the sender or reply line in automated notifications sent to people in emails? I am the owner of a lot of sheets, whenever someone sets an automation on those sheets, the replies come to my inbox. Is there a way to direct those replies to a different inbox? I am aware, we can add a…
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Smartsheet Update Requests with Automation
I set up and automation to send an update request and sends to a Contact field. Works perfect except that is doesn't bundle the requests by the Email in the Contact field (sends each request as separate emails). I think this is acting as designed but wanted to ask the community if anyone has been successful bundling…
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Automations Creating an Infinite Loop
I have a task list that I am trying to automate the status changing based on due date. I have one workflow that sets the row to 'do later' when the date is within 24 days and not within 7 days and a second workflow that sets the row to 'do now' when the date is within 7 days. The first workflow keeps becoming invalid…
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Document Email for Updates
Is there a way to send a document out for updates that allows the user to update the word document directly? I tried using proofs and it only allows for annotation. I attempted to send via email, but that only works for downloading a copy of the document. I want the individual to be able to update the data directly in the…
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Collecting Duration a Row is on a Status
Hello, I am working on a sheet where we have several statuses that can go in just about any order. We have a suggested flow, but it's more to help the user read through and make sure they didn't miss anything. I've listed the statuses below for reference. For example, the user could go from 1 to 2 to 3 to 4c to 14 to 16.…