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Placeholders | Still batching Emails
Hi team, I'm using Placeholders in a workflow to generate individual emails for an update request. Although the same individual received the update, they will forward as needed, so I need to ensure each update request for the day doesn't 'batch'. I've done a small test and had no issues, but when i moved into the live…
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Is there a way to Force a Date or Time?
I am trying to have some date fields auto-populate based on some restrictions. Date Columns 2, 3 and 4 would be dependent on Date column 1. For example: An Inspection must always occur at least 2 days after Work Start. If I enter Work Start to be 1/20/2020, I want the Inspection Date to auto-populate to 1/22/2020.…
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conditional jump to location in Automation
I am finding that an issue arises when there are several approval steps in an automation where for example a Reject selection may be to re-query via email the originator to revise the data entered and resubmit with Update Request action. As I understand Automation, each Reject decision path needs to have duplicate flow…
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Is it possible to generate a client sign off for an inspection in the field using a tablet?
Hi, I work in construction and after our project managers inspect a project in the field I'd like them to have the ability to generate an inspection form for the property owner to sign on site using a tablet. Right now they are using a sheet showing all measures that were inspected where they write down the quantity of…
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Email Notification to an employee without a smartsheet account
I have a form that our employees will fill out in the field to request a special price. Once that has been approved i want to send an email back to that the employee confirming we have approved their request. I have them filling out their email in the form and have tried to use that in the automation to send them the email…
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Automated Workflows
Hello, I have set up an Automated Workflow to request an updated due date from the Assigned To person once their due date has passed. They are Shared to the sheet and are telling me they cannot update their row because they are View Only. Is this correct?
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Update Date when Health Changes
Hi All, I've been tasked with finding a way to automate a column in a health-tracker for our PMO. Here is the ask: "When [Health]@row changes to Any Value (red/yellow/green/grey), update the [Date of Change]@row with the date the change occured" Simply, we need a way to automatically track what day the change in health…
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Tags
Could someone add Workflow(s) or Automation to the tag options...? 😀
