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Rolling Months on Pivots and KPIs
I have a question on how to update my KPI's where the data populates by month and will automatically start copying from the new month while dropping out an old month that is 13 months back? This will always show me the latest 12 months. I have multiple sites that I am running the reports from and would like to automate…
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Request an approval (Short-Circuit existing tasks once one approver completes)
Hi all, I have a scenario where I need to send a 'Request an Approval' automation to a group of people. However, I only need one person to complete the approval for it to finish the approval. Right now, it appears that Smartsheet defaults sending a task to each person listed under 'Send to specific people'. So either…
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Tracking record of Email notification in the sheet while sending reminder
Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in which I have created cross link sheet which has each approver reminder days setting. While sending approval request I want to…
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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Automation - Copy Row to Top of Slave Sheet and Autogenerate new row number
Hello, I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use different Quotation numbers and Sales Order numbers (which are auto generated from form entries in their respective…
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Automation workflows
Hello, I have set up a Request for approval automated workflow which is great. I then needed an automated work flow for an action and/or a decision. So I set that up by using the same request for approval automated work flow. In the email that the Owner who needs to carry out the action or decision receives it says 'status…
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Automated Workflow to Generate Doc
Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is mapped and it works manually to generate it, just cannot get the automation to work Anyone else have this problem? Any…
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Move Rows times out/doesn't work manually or via automation
I have a large sheet that is fed by our salesforce connector which serves to collect status on orders. We have automation in place on this sheet (and many others) so that when a date is reached the rows automatically move to a Completed sheet in order to keep the original sheet clean and focused. This was working, but a…
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New Checkbox Features in Automations
Now that the Checkbox column had the flag option, I am finding it doesn't appear as an option in setting up an automation. I have a column titled NEW that I have selected as a flag, but it doesn't appear as an option to select in a workflow. However my other checkbox column DONE is an option and is set as a regular…
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Resource Master Sheet
Hi All, I hope I can legibly explain what I need here :) I would like to create a master sheet that will summarise what resources including dates/tasks I have assigned in other sheets. Is this possible to grab this info automatically from multiple sheets and also automate updates when changes are made? Cheers in advanced.