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Incrementing a Number by One for Each Time a Status is Selected
I have a sheet where we have a variety of values in a Status column. I am looking to have a separate column that would count how many times a row has gone through a particular status (" Revise") so we can see how many rounds of revisions a particular project goes through. We were going to call it "# of Revisions". The…
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Generate Document Workflow has become invalid
I have a generate document workflow that has twice become invalid and deactivated. First time it happened I edited the workflow and saved without any changes and it works again, this morning same thing again. Anyone else experiencing this?
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Is there a way to send links to attachments on just the 1st row through automated workflows?
I have an Alert Someone workflow which sends a mail with an attachment when a check box is checked in each row. This attachment is the same file. There are thousands of rows, hence adding this file as a row attachment to each row would be very difficult. Is there a way to send this file attached to the 1st row of the sheet…
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Linking External Sheets for Conditional Formatting
I am currently working on conditional formatting for a spreadsheet that connects to several spreadsheets. We have a Master Log (spreadsheet) that pulls project dates from multiple Project Schedules (Gantts) so we can keep track of project timelines of milestones. We have roughly 45 fields. 17 fields are linked to Project…
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Mass ticking a column, for users who have Dynamic View
Dears, Background : I have a question regarding a Smartsheet tool that I am operating. Essentially, we are using Smartsheet to create, collect and align on data, which then creates reports for the higher level stakeholders. However, since the data is highly confidential, we have to manage access and authority very closely.…
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Workflow that alerts designers know their project has been reviewed
I would like to set up an automated workflow that would alert the individual assigned to the "design art" task know that the "internal review" task has been marked completed. As of now, I have a workflow built that works only if you assign the designer to the "internal review" task.
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Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
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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…