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Approval Chain
Hi, I am trying to set up a work flow with the approval chain below: Someone submits a form, it gets sent to a Manager for approval. If approved, the employee gets an email stating such. If it is denied, the manager can add notes on what to fix, it gets sent to the employee to fix. I have that workflow set up. However, I…
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Is it possible to fill a column without Drag-Fill
Hey, I am new to smartsheet and hope you can help me with this: I want to write something in the top data field and then the text, number or date should be automatically copied to the rest of the column. I found this site: Create a Series of Numbers or Dates with Drag-Fill | Smartsheet Learning Center But the process there…
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Setting up Automation correctly - TODAY()
I am using a To-Do-List in Smartsheet that works well. As new tasks come to hand, I drop them on the list for future action. I have a simple automation that emails me at 8am for any tasks that have a Due date today (and not already completed). What I would like is for the Automation to email me for all activities that are…
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Automations not sending notifications
I searched through many posts on this same issue and followed those instructions, and still can't get a notification! I would like an email to be sent to me every time I assign myself to a task. I have attached a screenshot of the workflow. I have also done the following: Checked the box in Notification Settings to…
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Can i configure a workflow to alert someone when a specific entry is put in on a multi-select column
I have a form we are using to collect information on team activities. One of the form fields is a multi-select column where entrants can select all of the partner teams they will need to conduct the work outlined on the form. I'd like to send an alert to a "point of contact" for each team that is selected as a partner. The…
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What happens to my automation if I run out of rows?
Hey there! I am working with a large archival destination sheet: We haven't hit 20k rows YET, but it'll probably be coming this year. The automation moves Completed rows from an active tracking sheet to the archive sheet- we keep that for a full accounting of these completed processes. But.... what happens when…
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Is there an easier way to automate multiple columns from a single multi-select dropdown?
One of my teams uses a sheet to track to the status of products in every state, with a column containing a status dropdown list for each state (Requested, In Progress, On Hold, Completed, etc.). We recently implemented a form for our internal clients to submit requests. As part of this form, we have two questions…
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Creating Archive Files In Smartsheet
While rewriting my 2016 Smartsheet application that tracks all sorts of weekly and monthly data on projects and employee billable hours charges, I needed to be able to store those results in archive files for use by various sheets and reports that use that data. Automated workflows allow that data to be copied to another…
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Time Based Automation did not run
Hello - I have an automation that runs based on my "Due Date" column at 11pm. The formula in the "Due Date" column returns today's date if it is Tuesday, otherwise it returns the next Tuesday. FORMULA: =TODAY() + MOD(7 - WEEKDAY(TODAY()) + 3, 7) It has been running fine every Tuesday evening since early February, but did…
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Send email reminders when lack of update
How do I create a workflow to send reminders to the row owners if no changes happened to the row in the past week?
