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Approval Workflow but with Expiration, is that possible?
Hi everyone! I'm trying to come up with an approval work flow but the approval should be on or before a deadline. After the deadline, the approver should not be able to approve anymore. I tried auto lock rows but the approver is still able to submit approval beyond the deadline using the VIEW REQUEST button in the old…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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One Approval for Multiple Lines/Whole Sheet
Hi everyone, I have stuck with this problem for a while and seen many questions about how to consolidate the approval requests to be sent in one email. It seems like the only solution so far is to create a report with a approval column that has checkboxes for approve, deny, etc. My concern with this way is that, in case…
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Automation-"Request An Update" is sending link showing 80 repeated pages to a one-page form
I have set up Automation to request a weekly update for the team to submit their hours broken down by project. The Weekly Hours Log is one page, but when the automated email goes to the team, the embedded link pulls up the form with 80 pages of the same thing that you have to scroll through to hit "Submit". I added Logic…
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Using Jira Connector to populate sheet, would like to get a snapshot of some summary cells every day
Overall Goal: Using a helper sheet that utilizes the Jira Connector (Two-Way Workflow), obtain a snapshot of certain cells and copy them into another worksheet in order to ultimately drive a trendline. I have 5 or 6 columns on the sheet that are summarizing the data. I don't need to have this summary on this page, but I'm…
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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…
