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Can you have hidden fields on a form become visible depending on value in another field?
So on the user end of the form, I have, for example, a Yes/No question about a meal. Question: Will you be attending the luncheon If answer is Yes, then additional fields will appear asking about meal choices, accommodations, etc. If the computer says No, then the fields regarding the luncheon will stay hidden. Is this…
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Having trouble with one of my Move Row Workflows
Hi gang, I'm having difficulty with one of my workflows to trigger......I have no trouble with other sheets using the Move a Row, except this one sheet. Below is the actual workflow. The "Status" field is a dropdown and manually updated on the sheet. The Archive sheet is a duplicate of the active sheet. I have other #1 -…
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Automated Workflow to Assign People Not Working Consistently
Hi! I just created a workflow to assign contact to 'Responsible Designee' column when 'Risk' column changes to AR, HR or SURVIVOR. So, the automation works on some rows, but not all. Screenshots below (only showing one of the automated workflows). Any ideas?? Thank you!!
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Approval workflow - How to delegate approvals and capture who approved?
Hi, I am building an approval workflow in Smartsheet to track PTO requests. The workflow is built to send approvals to the employee's manager. What I am trying to do is build a process to delegate approval when managers are on PTO for example and track who approved. I was initially thinking of updating the "Reports to"…
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Request for Update - Set Expire Date/Days
We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is managed in a a master sheet: Master sheet is a two-week (14days) schedule Planning for new…
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Automated Workflow - Task Complete
I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to…
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Summarize child information in parent row?
Hi - I'm trying to write a formula that would group and summarize information from children rows into a cell in the parent row and I keep running into issues. I have a "Dropdown (Multiselect)" column for "Work type" that has the available values of Web Design, Copy, Video, Animation. Any row can be one or any of those…
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copy_folder doesn't copy automation rules via rest api
currently I run a copy_folder by API then found that the automation rules of the sheet under the folder is not copied. I tried to create that automation rule by rest api, after copying the folder, but found that create_automation_rule is not available. Is there a good way to do this fully via rest?
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Export Smartsheet attachments to OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Automated Email Notification
I have a sheet that will be collecting data through a form. We want an email to go out to a team of people every Sunday morning as a reminder for them to complete the form for that week. It should include a link to the form. I was playing around with notifications and tried doing one to test it out. Unfortunately, I…