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Is it possible to make a work flow app
Hello, I am wondering if it is possible to create a workflow app that takes data from my sheet, and based on the value of one cell in a column, makes that row visible to another user so they know they need to complete that rows "job", and then with a click of a button on their part, mark it as complete, and it then moves…
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Auto check all check boxes in a column
Hello! I have a sheet with a check box column where end users select the check box to nominate a speaker which will trigger a separate workflow. The issue with individually selecting is that there can be upwards of 100 speakers on the list. Is there a way to have an option for the end user to click one check box or choose…
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Merged: Emailing Dashboards as pdf.
This discussion has been merged.
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Assignees Receiving Duplicate Email and Request Alerts...why?
So recently some of our users have began receiving duplicate email and request alerts. If this is an automation programming issue, I'm not understanding what is causing it (I have been using the same format for all of our vendors and workflows without this problem). Is anyone else experiencing this/have any advice on how…
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Column Headings and Linking
Hi Guys A quick question (if there is such a thing); when adding a link from one sheet to a cell in another sheet do the column headings have to be the same? My assumption would be they don't, I imagine the column name 'internally' is irrelevant and there is an underlying system generated reference, otherwise changing a…
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Merged: Mandatory Fields & Logic in Update Requests
This discussion has been merged.
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Automation to trigger monthly email for dates in a column with current month
I'd like to set up a conditional monthly notification to my Regulatory Staff. Here is some context. The notification is to remind Regulatory Staff to reach out to study teams that are working on a clinical trial for which no annual continuing review is required. I have a column that either has the IRB expiration date or it…
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When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row? I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
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Is there a way to exempt people from a Workflow Automation Process?
I created a Smartsheet for a team calendar. I created a Form attached to the Smartsheet for the team to request new "events" and be able to get them added to the calendar. Then, I created an Automation Process for Approval when "rows are added" and set it up to leave the row upon approval and delete the row upon rejection.…
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AutoNumber Parent Rows Only
Is there a formula/ methodology to auto number parent rows only, preferably with a prefix style numbering sequence like the Autonumber column type uses?
