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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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Automation: To use multiple condition paths to automate multiple Columns
1. I have created an automation workflow with multiple condition paths. 2. Each condition path is to identify the certain key words in the respective contact a columns mentioned in it. 3. As an action replace the contact containing the key words by 'Action: assign a Contact'
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Use generic name for Smartsheet automated notifications that can be easily updated
When I have changes in a number of Smartsheets due to personnel changes (terminations, new hires, promotions) I have to go through a large number of sheets to change the destination address for the notifications. For example, Kathy might be my accounts receivable person. When she changes roles, I need to change the…
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Unable to input external data to SmartSheet through API
Hi community members, I'm working on a project to fetch our students' quiz score data from Blackboard, an education platform, and send it to Smartsheet using the API. I've successfully retrieved the data from Blackboard and prepared it for transfer to Smartsheet, ensuring the data is correct and the column IDs match those…
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workflow automation - copy row without including attachments
Does anyone know if there is a way I can adjust my automated workflow so attachment are not included when copied to the next sheet? Currently my workflow is set so when a status is changed it copies to 2 other sheets for the next applicable departments, however they do not need (and in some cases maybe shouldn't have) the…
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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
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Why doesn't automation work when I use "Send from organization" option?
I have set up a workflow to Alert Someone when triggered. When I change the sender option to "Send from organization" I see my organization name. However, when I test it, I no longer receive a message (workflow doesn't run). If I change it back to "Send from Smartsheet automation" and test it again, it works just fine. The…
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Single source of truth from two sheets of shared data
I've been tasked with creating a workflow or function that lets Company 1 add rows (sales leads) containing simple client / salesperson data, and status of the lead. Company 2 would then access a sheet with this same client data, but only be required to change some drop-downs / text related to status. I started with two…
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Move Rows Automation Suddenly Failing - Multiple Sheets
Hi. I manage 3 very similar smartsheet tools for 3 different office's training request intake and approval systems. Once requests are approved, an automation has successfully been moving them to each site's Request Archive Sheet. This has worked as expected since March. For some reason today this feature has suddenly and…
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Collect a date when row is taken off hold
Hello, I'm looking for a method through automations to collect a date when the status changes from On Hold to anything else. I tried the screenshot below but I'm not getting the intended result. I have another automation collecting a date when the row gets put on hold as well. Any suggestions are appreacited!
