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Automation to change a cell value
Hello - I am trying to use an automation to change a cell value. I was originally triggering the change with a cell populated by a formula pointing to a cell with a cell link from another sheet, which I understand won't work. Is there a workaround for this? More detail: I am using smartsheet for headcount tracking in my…
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Smartsheet Automation
Hi, I have an automation that moves rows once a checkbox is checked off. However, on some sheets, even though it is checked off, the row stays on the sheet. I need to uncheck, save, and then check off again. Any solutions for this?
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Workflow actions not being triggered by changing linked cell
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
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Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Conditions and Automation
I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…
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Automated Update Request - some fields editable, others not
Hello, I am trying to set up an automated Update Request for % Complete updates on a project plan. When I test the automation sending it to myself, the system seems to be randomly selecting what item can be updated. For instance, sometimes it is only the task name, others the task name and percentage complete. As I need it…
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Is there a way to create a flow chart that leads to a result depending on how the user answers?
Hi! I currently work in a manufacturing plant where in order to quote a new project we need to create a chart showing the number of people and the line speed required to run the project. I am currently the only one on my team that has the knowledge to make these, but would love to create a flow chart type system where…
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Merged: Copy cell value(s) to another one if value/specific value is input in a specific cell
This discussion has been merged.
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Reducing intricacies that need multiple child sheets to 1 simple solution (datamesh bi-directional)
@Genevieve P. Please please please make it so that you can either do a "report from reports" or have data mesh work in both directions. That or make it so that dynamic view can have logic for which fields are shown based on which column the current user is in. This is necessary because sometimes a user will be listed as…
