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Is there an automation that can be set up to run a Data Shuttle workflow when a row is added to grid
I am trying to see if there is an automation that would run when a row is added to a grid, it would trigger a particular Data Shuttle to run on. Basic over view is I have created a visitor check in. I have a Data Shuttle (Off Load) run every 15 mins were it takes the names of the visitors and puts it in a attach excel…
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Including a checkbox column in formula returns "INCORRECT ARGUMENT SET"
Hi all, I am trying to make a formula that Calculates the hours spent on tasks with certain conditions. I have 2 arguments in my formula that are currently causing it to return this output. Here is the formula: =SUMIFS({Custom Engineering Requests: Days To Complete}, {Custom Engineering Requests: Drawing Category},…
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Add Count Unique function
Please add a COUNTUNIQUE function (or COUNTU for short). It's a pretty self explanatory and similar to other COUNT functions. My intent is to have an automatic Project ID number that is based on the unique project title and I can have multiple entries of the same project title without the ID changing. There is a work…
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Resubscribe to an automation email?
Hey all, A critical member of our workflow has unsubscribed from his approval emails. After doing some digging on the forums I have found a couple solutions: -Remove his email from the notification list in the workflow, then add him again -Duplicate the workflow Neither of these work. The workflow still says the user has…
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Inventory Workflow to only include fields with missing items
Hello Smartsheet Gurus! I am attempting to create a workflow that notifies a team about low inventory in an email. There are multiple teams in my org. Each has responsibility for about 20 items. I have the workflow set up to only notify the team of their items status but I can't quite figure out how to notify them only…
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Reminder automation
Hi! I'm trying to set up an automation for weekly reminders if certain conditions are met / not met, and from what I can tell everything has been entered correctly, yet when I run it to test it seems to fail. Any help is appreciated! Here's a description of the situation and what I have set up: Several farmers markets have…
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Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
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Record an Approver Name once Approved using Automation
Hi, I am looking for a solution to record the name of the approver when using Approval Request automation. I can see there have been few questions/discussions on this, but can someone point me to the solutions - without using Zapier :) For example, a request to approve a report is being sent to John, Jack and Jerry. Jerry…
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How do you confirm the identity of an approver in an approval request?
We discovered somewhat alarmingly that the Modified By column does not record the email address of a person making an approval but rather pulls information from the cell in the approver column. Here is the use case: An approval request email is sent to Person A, who forwards the email to Person B. Person B approves the…
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Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…