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Making mandatory an update request in automation workflow
I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send…
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Automating Status of "Completed"
I want to be able to have all tasks with a status of "completed" moved to the bottom of my parent section. I don't want to move to another sheet, but instead to the bottom of the parent. Is there a way to do this? Formula / Automation? Thanks in advance! -mc
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Has anyone successfully triggered an alert using only a checkbox as the requirement?
I created an alert to trigger when a check box is "Checked," however, the alert has still not arrived in my email, including the spam folder. I wanted this to print out a request for our working files without manually creating an "Update Request" each time I need one. I have tried the trigger as both "When rows are…
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Can a Smartsheet form populate a PDF, and then send that PDF to Slack
Hi My company has a logistics driver that delivers sets to theatre. He usually fills in a paper form of what he has dropped off and then takes a picture of that and posts it on Slack. We have decided to move over to a paperless system and have made a smartsheet form to track which sets are delivered. Each time a new row is…
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Automate: Assigned to
Hi, We have just started to use Smartsheet in our organization, and for each week we are onboarding new team members to our workspace. Is it possible automate the contact list that we use in the column Assigned to, so its in sync with the people that are in the Workspace? Now I have to manually go into every project and…
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Can Smartsheet lock a column AFTER data is input, for referencing in Update Requests?
Hi, I have a Smartsheet workflow I would like to implement and can't seem to figure out if it's possible. I have a sheet with four columns: Name, Date (formula set to the following Monday after the CreatedBy date), Commitment Detail (a work task they are promising to get done), and a Commitment Completed (yes/no dropdown)…
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I need to autoassign review of documents from a list of engineers
How can autoassign a document to be reviewed by an enginner in a list of N enginners and avoid to assign a document to the people who is requesting the revision, is that possible? I have a sheet like this (other columns): Requester Assigned to and other sheet with the list of the engineers. Hope anyone can help me.
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How to send an alert when a ticket is reassigned.
I need the system to send out an alert when the 'Assigned To' contact list field changes to a value other than the current value. I have an Alert automation configured with a Trigger: When rows are changed. And When 'Assigned To' changes to.. and I select all possible assignees from the available list. Right now, the alert…
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Secondary Notification Automation -
I have a request form built that will be released throughout our region. Based on which office location is selected, a designated person will receive a notification that a new line has been added to the sheet through the form. Example: Someone in Austin, TX completes the from - John gets notified. My quandry: If John does…
