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Create your own Automation templates
Hello, It would be so helpful if I could create a automation template that I could use across all my sheets. Right now i have to re-create the automation for each of my sheets. I wish i could just copy my automation from my other sheet or create a saved personal template. Thank you, Peter Taylor
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Workflow Observation
Has anyone else noticed this week the calendar option in workflows had changed from a Sunday through Saturday format to a Monday through Sunday format? I had a workflow that sent out a notification which is scheduled to send out the end of the month on day 25 - 29, today is 8/8/24!! Upon checking to see why it ran I…
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Populating master sheet from another sheet it produces.
Hi everyone, long story short, our team has a form where individuals can submit issues for upper management review. Once our team reviews, we select "yes" under "ready for SDLT review". this is where my question begins… SDLT will meet as a group separately, and I'd like them to only see items which we've selected "yes" to.…
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Remove smartsheet email in mod by column?
Hello, Simple question that im guessing is no but is it possible to stop or remove the automation@smartsheet.com from showing whenever an automation happens? I have a modified by column and it doesn't really do anything if it always says automation instead of the actual person who modified it.
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Notification sending to both people not just 1
Hello, I have an automation set up to notify certain people if text is entered into the cell. While both parties can enter in text into the cell I only need it to notify person 1 when person 2 enters in text. Currently it is still sending notifications to both themselves and person 1 when person 2 enters in text. Person 2…
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Automatically move rows within a single sheet
I pulled a template for a Team Productivity Hub (https://app.smartsheet.com/b/publish?EQBCT=f29e0f2c058f4563853d6497ce554bcc) from the solution center and the sheet for tasks had originally moved completed tasks to the "completed" hierarchy automatically, but now that i've made copies for my team and input some formulas…
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Report for Automation Workflows that are active
I have hundreds of workflows for our company. When someone joins the company that needs to be added to workflows or when someone leaves the company that needs to be removed (currently when the user is deleted from our account it does not remove them from any workflows), it's very hard to keep up with all workflows that…
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Rows added on iPhone app do not trigger sheet automation?
I have an intake sheet where a user can enter a quick task that then maps, through a move row automation rule, to one of a number of other sheets based on a [task type] field. I can manually enter a row on the intake sheet and, voila, the row is successfully moved after a few seconds. However, I was testing the iPhone app…
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What is the best way to set up my approval workflow?
I am currently stuck trying to figure out the best approach for an approval workflow. Each row of data needs to be sent to an employee for approval. However, if they decline, they need to make a comment with what data needs to be edited, and then they would need to be re-sent the approval before it can keep moving along in…
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Automated Workflow Assistance - Recurring Monthly Notification off EOM Date
Hi Smartsheet community! Here's the challenge I'm running into: a leader has asked me to set up a recurring a monthly notification, triggered off the last day of month, for the team to update their monthly forecast within following three days. I have a parent of "Expense Input for Monthly Forecast" and child rows of…
