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Tracking Contact Approvals in Hierarchy Level using Helper Column
Hello Smartsheet Community, I'm creating a Smartsheet Automation to send out approvals (starting with level 1). I'm making this helper column (L1 - Status of Approvals) to determine if all the listed contacts have given approval in the contact approval columns before moving onto level 2. As you can see in the screenshot…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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Automated email not showing updated smartsheet
So i have an automation set up for a Sheet, triggered by date, goes out every day at 10AM est as an email to my team. However, updates we made today at 10:30AM are not included. Is there something we need to do?
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Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
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Merged: Pause all Automations. Helps when making sheet changes
This discussion has been merged.
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Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
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Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
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How to remove one tag from a multi-select column without removing the other tags in that column
Automation gone wrong! I set up an automation to help me with tagging our marketing content. But when I ran it, it added the tag "Client Stories" to every cell in the Content Programs multi-select column. I would like to remove the "Client Stories" tag from the entire column without removing the other tags since it's a…
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Merged: Automate the progress bar (symbols)
This discussion has been merged.
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Report Automations Remove Link to Sheets
Hi, I have an issue and I hope there is a workaround. I have several reports created for different groups of people to view items specific to their needs. Obviously the report is derived from a master sheet. When I send a notification, I send attachments and only attachments. It confuses people when they see the link to…