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How can automation change a cell value without the appropriate approval workflow trigger being met?
This one is a doozy and I feel like I must be missing something obvious, so bear with me: According to the activity log on my sheet, the status of three rows was updated to "04 Shareholder Review" by Smartsheet Automation this morning (6/8/23): The problem is that all three rows had already been fully approved and sitting…
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Import Smartsheet rows into Miro Kanban board
Hello, is there an automation that will help with importing smartsheet rows into a specific Miro template? I would like to use the Miro kanban board since it actually has swimlanes and want to avoid manually dragging and dropping every single project task.
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Smartsheet Automation to Remove a Single Value from Multi-Select Cell
I have multiple columns that denote tasks; Task 1, Task 2, Task 3, Task 4. Each of these tasks can have a cell value of; Completed, In Progress, and Not Started. I then have a multi-value dropdown column called Team that denotes what teams are necessary to complete a project. I have an automation in place to add the teams…
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Automation Not Triggering
Looking for guidance on why this automation might not be firing. Could it be that I'm using a column formula to populate 0, 1, or 2 in Vendor Helper?
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Workflow Approval Matrix
I am wondering if anyone knows a way of when creating an automated workflow for approval if there is a way (and if there is how) to set a criteria to follow a path. For example, if someone requests to pay £66k it would need to go to Approver Level 1, Approver Level 2 and Approver Level 3 but not any higher. Is there a way…
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Changing a cell value based on multiple criteria
Hi everyone. I have been attempting this formula all day with no luck. Hopefully someone here can help out. I have a sheet with the following columns: Approved, Approval Need, Sr. Dir Comm Sol Sales Ops Approval, MA Dir. Comm Sol Sales Ops Approval, Reg Sr. Dir Comm Sol Sales Ops Approval, VP Approval The Approved Column…
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If Imported File Contains the Same Value in a Field Multiple Times Automatically Create Children
Okay. This is super hard to explain. Here it goes, I will be importing an excel file to smartsheet through zapier. One header field is called "Reference". I will be importing orders, and how it exports into Excel, each individual product on ONE order will have the same Reference number. For example, 5 rows might say…
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Automation not working correctly
Hello, I have an automation that is not running correctly. It is not clearing the values requested and also not sending Paula Cosentino her notification. Also, if an automation sends an "Update Request" will that line show the little symbol for Update Request?
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
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Multiple approval with Multiple Condition in Workflow
Dear Team, Is it possible to set Multiple Approval with Multiple conditions. I have below scenario I have created Approval workflow with 8 level of Approval and it's working fine and smoothly. Later I have added Conditional of Department in the 1st Level of approval that, if Department = B and Section = X then it's…
