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How to populate unique identifier created through form submission on one sheet to other sheets?
Apologies if I'm repeating a question but I have not seen an answer. We have a Master sheet that users are inputting data through forms. Included is an auto generated unique identifier. We are also using the workflow automation to copy the entire row to separate sheets based on conditions. How can we populate specific…
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Manage Workflow Area Improvements
Would be advantageous to have more control in the Manage Workflow area: -A way to batch automations by type -A way to custom organize automations -Different views for automations, such as a tile capability to be able to view more automations onscreen at once -Export automations to easily be able to see things like the…
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Workflow to change a cell value isn't working properly (changing the values I input)
I have several workflows to auto-populate a required reading column value based on what procedure is being performed. Most of them work just fine, but a couple of them are changing when they auto-populate in the sheet. For example, I have the required reading for a specific task as "3941, 3987" but when the cell…
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Smartsheet Calendar App vs Calendar View
My team sends out various reports on a daily basis. However, we have to reach out to different teams at different frequencies to ensure that we are sending the most up-to-date reports, as we don't have access to retrieve them manually. Typically, we send reminders using the "reminder" function on our "Report" sheet to…
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How to automatically add child rows
I would like to add 4 child rows after each approved row. I understand the indenting would be manual. Workflow: User submits the project form and form information resides on sheet A Approver gets the notification and approves the project The project row gets automatically copied to Sheet B Add 4 child rows to the newly…
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Fast status updates based on parent cell
I would like to make our status updates faster by utilizing the parent/child cell(s). If the user changes the status in the parent cell (dark grey line) to "Completed" then the child and grandchild cells would change to completed. If the user marks the child cell as one of the following statuses then the grandchild rows…
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How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
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Why are notifications triggering in an Automation Workflow when the condition isn't met?
Hello Community! I've got a head-scratcher I'm hoping there's an easier answer to than the workaround I've developed. I've created 5 automation workflows that each use the same triggering event. I did this for ease of management as trying to cram everything into a single automation quickly became unwieldly and difficult to…
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No way to paste email addresses into automation?
Does anyone know if there is a way to paste email addresses into the "send to specific people" box in an automation? No matter what I do, it seems pasting into this box is impossible. Instead, I am having to re-type all email addresses into multiple automations, rather than simply pasting them and moving on.
