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Approval workflow - How to delegate approvals and capture who approved?
Hi, I am building an approval workflow in Smartsheet to track PTO requests. The workflow is built to send approvals to the employee's manager. What I am trying to do is build a process to delegate approval when managers are on PTO for example and track who approved. I was initially thinking of updating the "Reports to"…
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Request for Update - Set Expire Date/Days
We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is managed in a a master sheet: Master sheet is a two-week (14days) schedule Planning for new…
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Automated Workflow - Task Complete
I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to…
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Summarize child information in parent row?
Hi - I'm trying to write a formula that would group and summarize information from children rows into a cell in the parent row and I keep running into issues. I have a "Dropdown (Multiselect)" column for "Work type" that has the available values of Web Design, Copy, Video, Animation. Any row can be one or any of those…
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copy_folder doesn't copy automation rules via rest api
currently I run a copy_folder by API then found that the automation rules of the sheet under the folder is not copied. I tried to create that automation rule by rest api, after copying the folder, but found that create_automation_rule is not available. Is there a good way to do this fully via rest?
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Export Smartsheet attachments to OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Automated Email Notification
I have a sheet that will be collecting data through a form. We want an email to go out to a team of people every Sunday morning as a reminder for them to complete the form for that week. It should include a link to the form. I was playing around with notifications and tried doing one to test it out. Unfortunately, I…
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Automation - need a required for meeting reminder
Hi all, I currently have created a form to which PMs submit their project to discuss on a weekly call for authorisation. I want to incorporate a 'Required Members' reminder for the likes of VPs and stakeholders which they then reply to if they can make the cal. I have made a required members tab, with multiple contacts in…
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What is wrong with my automated colour column formula?
I am looking to automate the colour “status” for my rows based on the health of the action - a calculation based on the ‘% Complete’ and the ‘Due Date’. The goal is to demonstrate a contextual health status. For example, even if an action is only 10%, if the due date is still 6+ months away, the action is still Green due…
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Bridge vs. Zapier vs. UiPath vs. ???
I'd love to hear feedback and use cases for anyone using Bridge, UiPath, Zapier, or another external system in tandem with Smartsheet (yes, I know Bridge is a Smartsheet product). I've used Zapier in the past, but only for simple tasks. The company I recently joined is using a lot of Power Automate and Flows and it feels…