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Workflows not working after making changes to the sheet and/or workflow
Hi! I have been using a SmartSheet with multiple workflows for quite a while and noticed that the workflows are not triggering anymore after I have made either a change to the sheet or changed something in the workflow. How is this possible and how can I get them to work again? I have tried duplicating the workflow but it…
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Any ideas on why the pivot app does not update with new data in the source?
I have a pivot sheet set up to pull data in from a report. The initial set up worked perfectly and when I run the configuration manually, the data is pulled in. But when the runs hourly (Update Frequency is set to 1 hour), no updates are made. All config logs show "Success!" but new data is only added to the pivot sheet if…
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Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date. It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells…
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Will We Ever Be Able to Use Summary Fields in Automations
So I have done quite a bit of research on this and have found the same answer every time stating that we can't directly reference summary fields in automations. I don't want to have to create a helper column for this as that defeats the purpose of the summary field. Has anyone heard if Smartsheet will add the functionality…
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Automations not working if partner updates a cell
Hello, I have set up some automations that trigger emails based on updated cell contents. The emails go to people in my organization plus a group in a partner organization. This partner does not have any Smartsheet licences. Both people in my organzation and in the partner organzation update the Smartsheet. In the past,…
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Question about Functions and Automations
Hi - I have a formula that calculates whether or not an end date has passed by more than 7 days using the TODAY(7) function. If it is greater than 7 days, then a checkbox is checked. That checkbox is used to trigger an automation which sends a notification to a user. My question is whether or not I have to have the sheet…
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Trigger workflow based on time of day a request is received
Hello Community! I have a question I wanted to bring to the table... I've been working on some processes and workflows for triaging work on my team. Requests come in through an intake form and we have automations to assign to specific resources based on the type of project/request that it is. Now, we are trying to make…
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Using the YEAR formula to convert a DD/MM/YYYY column format to show YYYY in another column
Hi All, I am trying to create a formula to take the date column (DD/MM/YYYY) called "travel in date" and convert it over to YYYY in another column called "Year". However, the following formula =YEAR([Travel In Date]16), it is converting over but showing the value incorrectly as 2022 when the date in the referenced cell is…
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Incrementing a Number by One for Each Time a Status is Selected
I have a sheet where we have a variety of values in a Status column. I am looking to have a separate column that would count how many times a row has gone through a particular status (" Revise") so we can see how many rounds of revisions a particular project goes through. We were going to call it "# of Revisions". The…
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Generate Document Workflow has become invalid
I have a generate document workflow that has twice become invalid and deactivated. First time it happened I edited the workflow and saved without any changes and it works again, this morning same thing again. Anyone else experiencing this?