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Automation for When Contact Not Associated Properly
I have a sheet in which data is pasted (or imported) from another source. One column (Requester) has been set up using the Contact list column type, as we have automations based on the status in another column changing or a row comment. The team entering the data pastes the data, then manually changes the Requester field…
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Request an update
I'm thinking of setting up an automated request an update workflow to go out to the assigned column once a week every Friday to manage the construction phase of my project. Only trouble is I want it to send an individual email to each contact in the assigned column not one big email. I have been setting up a weekly…
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Automation Workflow Not Consistently Working
Hi! I set up an automation workflow on a form I created in Smartsheet. I have tested it twice; with one group it worked and each person received the email notification to approve or deny, however, the other group no email notifications were received to take action. I did not update the workflow between test groups and the…
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Automation condition equal to (find and replace) ?
Hi, I have a sheet with information on if an inspection has passed or failed. If an inspection has failed then a new row is added to the sheet saying the inspection has passed then I want the failed row to be deleted. I want the automation to find the matching part number. This is a sheet that is being updated daily so I…
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Making an order request form but need the ability for multiple items entered into the same order
I work at a manufacturing company, and I am creating a request form for our parts department. The way it is intended to work, is our Maintenance Technicians fill out a form with basic information (their name, part number, priority level etc.). This form notifies the parts department to check into the order and then sends…
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Add data to Smartsheet by connecting to any API
I built a Smartsheet App called API Retriever that allows you to connect to any API, pull your data, and import it into your sheets. Check it out at https://www.apiretriever.com I'm happy to assist if you need any help creating a request. Let me know if you have any feedback or need any assistance!
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Not receiving emails via automated workflow
I've set up a grid to capture and track certain issues that need to be raised. I've also created an intake form so that the team can easily submit anything they need. We need to set reminders for the team to enter info on the form each week so I've created an automated workflow to regularly send a message-only reminder to…
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Adding comments to approval process
Dear smartsheet-community, I am using the approval process for new incoming projects. Basically if a new project/line is added, an approval request is sent to 15 team leads and their choice (confirmed, declined, pending) is stored in 15 columns representing the 15 teams. Question: Is there any way to include a…
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Automation by changing the position of a row and hierarchical level in the primary column
The entry of new records, such as opening a ticket in the help desk, always places the new record in the final position of the grid. It would be interesting to be able to automatically place the new record already within a desired hierarchical level in previously created lines. For example, using the existing template for…
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Forms: how to move some column data to a new row
Hello, I am using a form to collect HR job / position requests. The upper portion of the form collects administrative information, the bottom portion collects position and financial information. The problem is that people often want to submit more than one job. The current state requires them to open the link again and…
