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Automation Workflows don't copy over from Templates
It seems that when you make a new sheet from a template, the workflows contained within the template, do not copy over. Does anyone know a way around this?
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Multiple Sheets
Hi All, I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee. I would like my original…
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workflow prioritization
I have a workflow where when an "owner" column is filled and a decision column is set to active it will move the row into an "active" sheet and on this sheet it checks if 3 columns are blank as at least one or all 3 need to be filled and moves it back to the original intake sheet if they are blank. This causes an infinite…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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I need to do automation of a date change,
I need to do automation of a date change, Customer A ("Customer" Column) The set Value for customer A is 14 ( "Value" Column This could be set in another column manually ) ETD date set 31/01/23 ("ETD" Column ) entered manually Cut of Date ("Cut of Date" Column) 14/01/23 ( this date should be automated, EDT-Value=cut of…
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Changing the name on the automation emails not working.
I have an automation set up on a sheet that I am the owner of. One in particular is going out to our employees in the field. I want to ensure that my name does not display at the top before it says sent "via Smartsheet". I am a project manager and we have a separate Smartsheet account that is ITPMO@ourcompanyemail.com. I…
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Automation changes?
I had an automation setup to copy a row from one sheet to another that has suddenly stopped working. The trigger sheet lives in a different workspace from the destination sheet but that has always been the case. I am an admin on both workspaces. When I attempt to fix (or even create a new) the trigger, the list of…
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How best to automate moving data from one sheet to another based on certain criteria?
I am trying to reference a list of people in Smartsheet A and pull associated data based on that list into another Smartsheet B. I have people listed this way: Column1: Last name, Column2: First name, Column3: email address. Also in Smartsheet A (Column6) there is an alpha numeric designation associated with each person…
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Automation alerts are now NOT sending the email from the Sheet Owner - was there a change to this?
Previously if you had an automation setup on a sheet to send an alert, the alert would come from the Owner of the sheet. Today my alert appears to have come from possibly the last person to edit that sheet and NOT the sheet owner. Is this a change that anyone else is seeing? I would really LOVE the ability to choose who…
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Email Notification - Limits to Columns in Message?
Our clinic managers perform a monthly Joint Commission readiness walk-through for each clinic (approx 125). I have built a form for them to document their results for each question - Compliant vs. Non-Compliant. When setting up a email notification to send the results to the regional directors, there seems to be a…
