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Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
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2 Workflows Being Triggered When Only 1 Should Be
Good afternoon! I have a use case where when a new record is created and the "team leader" field changes from blank to populated, I want to send an alert to someone. I want to send a separate alert when the "team leader" field value changes. On first glance, I thought I would easily set two separate workflows up, one with…
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Approval Workflow - Request approval from a pre-defined contact in a sheet
I have a use case where the approver for something will not always be the same individual. I would like to add a column for the approver (contacts list), and have an automated approval workflow that sends an approval request to the individual listed in that column. Smartsheet seems to require that I specify a single…
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All sheets gone but the templates left
I am a licensed user. I logged in to the Smartsheet today and found all the sheets I had are gone. No matter whether shared or unshared they disappeared, even the workspace I created for my team. the only thing I have on my Sheet page is some templates I used for tests long ago. I am not sure what is going on. But that led…
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How to auto change Period (DD/MMM/YY22) to next year (DD/MMM/YY23)
Hi All Is there a way to auto change the date filed when a existing record on 2022 Policies is auto copy to another sheet 2023 Policies? Million Thanks n advance for your time and advice Patrick Tan
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Smartsheet Automation not triggering/takes forever to trigger
Hello, We use smartsheets to keep track of and automate our Inventory Adjustment Process. When an adjustment is complete it is supposed to send confirmation to the person who handled the request, but this is often not happening for hours after they complete the row, and occasionally doesn't happen at all! I have attached…
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Hierarchy Drill Through Solutions?
I feed my sheets into Power BI (pre-formatted gantts) and I need to create a way to drill down through levels of a sheet's hierarchy. Ideally, at least 4 levels of the hierarchy, Great Grand Parent, Grand Parent, Parent, Child, if you will. I'd like to mimic the concept that's in MS Project, on the View tab, Data group,…
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Change cell value not working
Hey Community, I have a complex automation that is not working. The automation is triggered with any new or changed rows to look first at age, then vaccine status to determine if the person is up to date (per a definition built into the automation based on CMS guidelines). The picture below is the most simple of the logic.…
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Is it possible to match multiple values with in a single cell?
I'm sorry if this is long winded. I am creating a workflow process where a file will need to be emailed to multiple users at different locations. There is a drop down that lists the locations, in this example it's 3 separate locations, Portland, Minnesota, and Houston. I'd like to keep this drop down to allow multiple…
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How to add new rows to category in smartsheet via form?
Hello, i need a form through which new products will be added. How to put them in the right category? For example, a checkbox where they offer to choose a category, and which one you choose, the line goes to that one.
