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Can we decide who receives emails when the comments are added?
I use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example: If the person who submitted the request (Requestor) has added comments, I want an…
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Automated email subject line text
So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [title of sheet]:[primary column text] However, when you customize the message, you can assign…
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How to get an approval after a decline in the automated approval request workflow?
Hi All, I have created an automated workflow based on a form submission that asks for the Approval of at least 3 individuals/roles. If an Approver declines, it will send and update request to the originator (Project Manager) and ask them to update information in the form. Once the Project Manager has updated the form, the…
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Updating sheet data before copying row
I have an intermediate sheet with only one row that pulls the results of some calculations from my master data sheet in order create an archive entry. This intermediate sheet has an automation set up to copy the row into my archive sheet at a certain day and time every week, i.e. it extends the archive with a snapshot…
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Where Can you find Smartsheet consultants?
I'd love to find Smartsheet consultants that could revamp, update how we currently use it to maximize, utilize the portal function, address automation's, alerts, set up some reporting etc. Not looking for instructions, but teams that implement for the client. Would love someone proactive to make suggestions as well. I have…
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Automation - Referencing and Changing Values Between Sheets
Hi, I have build a functional, if not exceptionally efficient, UAT process in which individual tests for a product feed up via cell links to a "Master Product Test Sheet". In this sheet the "Approver" monitors the testing and when a test is flagged as completed and automation "Approval Request" kicks off asking the…
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SUMIFS with Multi-Select Criteria
Trying to correct my SUMIFS formula include two criteria from a multi-select column. I'm currently getting UNPARSABLE every time try OR, AND, or HAS. Here's what I have so far with my current criteria, I just need to add an additional option for "CXL - COVID19" in addition to "Approved": =SUMIFS({FY Amount}, {FY}, FY 20 ,…
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Workflow becomes invalid after each trigger.
Hi, I am also facing the same issue. I have set the triggering point to Modified date which is Auto/System Generated Date Column. This is so because my requirement was whenever any changes are done in form, approval request should get triggered. Since we are not sure, what column user is going to change, we kept the…
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Alert Automation Not Working - Alert Triggered on Row (field) Change
Hi, I have setup a few automated rules to alert a user within a column (me) to changes to specific fields. I can't see what I could have done wrong in the config as its such a simple thing to setup but would like to know if I have missed anything here. Screen shots attached 1) of the fields in question 2) of the rule I…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
