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Showing only those selected fields with a value in the Approval automated workflow?
Hello. Another Automated workflow question. Is it possible, within the 'customised message' where we select 'Specific fields', that there is a setting that will only show those fields if they have a value? So, for example, someone completes a form, and certain sections may not be relevant, but the automation is set up as a…
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Automation: sending a row with comments & attachments
Hello, how can I set an automation to send 1 row to a colleague (who does not have access to the sheet). The automation needs to send all attachments & comments related to the row being sent. Thanks, Becky
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Is there a formula for referencing a different cell daily?
I've automated emails to send out schedules to our field employees but their sites can change daily and I was wondering if there's a way to reference a different cell everyday so I don't have to manually change the site cell in the automated workflow.
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Auto uncheck at the end of the day.
Is it possible to clear a check column using Automation. We are planning to use this as a Evacuation check list. We are looking to have it cleared daily (Overnight)
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Approvals for multiple lines
I've seen this question asked a few times and I understand it isn't possible to set up a workflow to approve multiple lines as once, but a comment that has appeared as a workaround is to use a report to mark the lines as approved, declined, etc. I am relatively new to Smartsheet and don't understand how to make this work.…
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Workflow incorporating "AND"
I have a smartsheet that consists of rows of information some 100 columns wide and am trying to set up a single workflow that says: When you reach "this date" Check these specific10 columns for each row and if any of them contain a number that is greater than 0 send an email to: this person if column 1 is greater than 0,…
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Developer needed....
I'm looking for a developer to help a business with a business / operations set up and on going support. We currently use Smartsheet and want to extend our use of it - manage projects, flow, contact with clients, contact with consultants.
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Auto populate data and allow customers to update
Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would…
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Record a Date automation keeps updating to today's date.
I am using the "Record a Date" function to identify an Approval Date when the status of a request changes to "Approved." The automation does record the date once the status is changed. However, once the date is recorded, the automation continually updates the date to the current date. For example: If a request was approved…
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Is it possible to to be notifed after an automated email is sent?
I've set up daily emails for our employee schedules but I'd like to receive notification after the automated emails are sent.