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Workflow notifications
I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set up in my contacts. Is there an additional feature I need to activate for all the…
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Automation Question
Good day everyone! new to smartshets and hoping to get some help. Is there a way to have an automation that will recognize multiple values (ie: ABC = Gabby, BCD= Debbie) or do I have to create an individual automation for each value?
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Workflow automation isn't triggering emails
I am having a crazy hard time getting this workflow automation to trigger emails! I've tried it as an alert and an update, I've tried deleting and re-entering it, I've tried changing the field that triggers it...no emails showing up in Smartsheet itself, or in users' email inboxes. Here's the workflow: The "Hand Off to…
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Sequential Approvals with Missing Contacts
Hi All! I'm trying to build an automation that sends out approvals in sequence. If a contact column (1-3) is blank, it should skip to the next approver so the workflow can continue. As I understand the approval automation, it will run in sequence written, but if there's no contact assigned, then the workflow won't run or…
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Workflow mailing issue
Hi there. I have an issue that is not covered in the FAQ. My workflow (permission is set to unrestricted) action is supposed to send an email. Most mail addresses work however, the mails on my office domain do not: I have asked my IT manager if he sees anything blocked on my side. He assures me that the mail never came…
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Creating Report Workflow Automation that goes out on the 3rd Friday following a Monday
Basically, I can only use weeks where there is a Monday in that month before the 3rd Friday. So the native function of picking 3rd Friday will not work for this scenario. I have seen lots of help for Monday's but am not sure how to program this one. I need to send out a report reminder to owners the 3rd Friday following a…
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How to get a notification when only certain users have modified a sheet
Hi, I'd like to setup a workflow to get an alert but only when certain people have made a change to a sheet (around 75% of the users who have access to the sheet). I tried to setup a workflow to look at the 'modified by' column, hoping I could hand-pick the users based on this but I can only run this workflow when this…
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Automate a Parent based on a Child?
Hello, Is there a way to automate the value in a parent cell based on what's listed in the children cells? I have a sheet set up with a column to indicate if a milestone is complete or ongoing. Some rows I have this automatically changed based on the finish date, but some rows need to be confirmed by the task owner before…
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Worksheet population with Formulas
I have a spreadsheet populated by a form where one field needs to be populated using a JOIN of multiple fields from the spreadsheet which are populated using from entry and another needs to be populated by a VLOOKUP. I've tried assigning the formulas to the blank rows ahead of time and using the Change Cell Value workflow…
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How to trigger an automation after a row is changed but on a future date
Hi, I want to move rows to an archive sheet if the user clicks a box saying "Yes Move this Row" but I only want it to happen after a date in a separate column has passed. I have automation set up for Triggers: "When Rows are changed" and "When 'Yes Move This Row' is checked" and "Run when triggered " With the condition…
