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Automated workflow trigger not working
I have set up a series of simple workflows to change a cell's value based on data in another cell. If the source cell value is changed to "50%" for example, the destination cell will automatically be updated with the number 5. There are several different source cells being used, some of which are "yes/no", and some with a…
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Workflow condition starts with < N
We have a use case where an assignee is variable based on an ID 'number.' The ID Number starts with a letter code, and the assignee is IF ID starts with A-M THEN AssigngedTo = User1@domain.com ELSE AssigngedTo = User2@domain.com Clarification: A-M is A through M
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Is there a way to tell someone has acknowledged a task has been assigned to them?
I am running into trouble with staff who are saying they never received an update request or something along those lines; however, I have an automation that says it sent. Is there a way for the recipient to acknowledge they have been given a task?
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Email to Name Automation/function
Hi, Is there a way to change an email, entered into a cell, to the name of the person? I figured that I could created an address sheet and use a cross-sheet, matching/index, formula. However I am hoping that there is a more simple and less time-consuming way. Any information would be helpful, thank you!
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Can an update request be sent more often than once a day when it is set to be time triggered?
It has to be via time trigger since I have to send multiple rows for updating
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Workflows not functioning after Smartsheet copy
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
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Automated import of data
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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How do you automate a status updates in smartsheet with IF formula?
My organization would like to automate the statuses in a project plan. Could we create an IF formula to accommodate this logic? Examples: If the start date is in the past and the percentage is 0%, put status in yellow If the percentage is 100%, put the status in green If the end date is past due, put the status in Red
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View form submissions in form format rather than sheet
Hello, I have an active form. The field descriptions built into the form are much more detailed than what can fit in the column titles due to character limits. Is there the functionality to view form submissions in the form format (rather than in the sheet)? In this case, requests go to a committee for review, so reviewing…
