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Provide a template for an Automated Workflow Report
Provide a template for a standard Smartsheet Row Report that collects all creations and modifications of Automated Workflows. Include columns for the Last Execution Date/time, Next Scheduled Execution Date/time, Sheet Name for the source sheet containing the workflow, Created By, Create Date, Modified By, Modified Date
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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…
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Save a report on a monthly basis
Hi I have a Smartsheet report that I need to save a snapshot of on a monthly basis (1st of each month). Ideally I'd like this automated so that it is downloaded as an excel spreadsheet each month. Currently this is just done manually, by using a reminder and someone needs to login and download the snapshot on the required…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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Workflows getting disabled automatically
Hi Smartsheet and @Genevieve P. , We have been using cell change automation flow in our sheet, there are 4 columns namely Pre-Rbm/bm approval, pre - sales head approval, pre- marketing head approval, pre finance treasury approval, these columns are suited as trigger in my workflow, the columns that i mentioned above can…
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Form Entries are Negative
Weekly I have about 15 sites completing the form linked below. The issue, I have roughly two random users each week entering a negative one into the form. One user who is pretty savvy indicated the form is defaulting to a negative one. https://app.smartsheet.com/b/form/ebc99e53148a4a479060b3d695321030 I have NOT setup any…
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Merged: Copy cell data to another sheet with automation
This discussion has been merged.
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Copy Rows to another worksheet automation not working
hello, I'm trying to create a workflow that copy rows into another worksheet using automation however, I do not see my selected destination worksheet I have admin roles in both worksheets and i'm not sure why i couldn't see my reference worksheet in the search box as my destination file. can someone help how to fix?
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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Automation - Manage Workflows - Copy Rows to New sheet?
i see a feature in smartsheet to ' Copy a row to another sheet when specified criteria are met'. Is there any option to 'Copy a Rows to New Sheet when specified criteria are met' ?