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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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Error Message: "Rows cannot be added to the destination sheet..." for my Copy Row Automation?
Hello All, How can we fix this error? The only change that was made was to the destination sheet and it was to change the owner from one person to another. Would that have anything to do with it? Here is the error in my workflow: Thanks! Ryan Holguin
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Custom Auto Numbering Function
Hi! New Smartsheet user here, appreciate any help and guidance. I'm looking to create a formula to build a custom auto-number function. I'm including a screenshot for reference. I'd like to automate the Project ID column. Where the project ID is YEAR - CLIENT - CLIENT PROJECT NUMBER. Is there a formula out there that would…
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How can I send automated updates to submitters?
I am setting up an automation for my client and am having trouble sending out automated messages and wondered if someone could help me with a solution. Here's the structure: Sheet 1: Reports are submitted monthly to sheet 1. (The submitters are not allowed to see the data in the workspace.) Approvers review the information…
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Replace latest row with data from another sheet
Hi, I am trying to do the automation for replace latest row value from another sheet. So, I have a consolidation sheet and a reference sheet. Due do 2 of the projects submission are a week after the draft report review, I need to replace the latest row (not adding new row) with the most up to date data from the reference…
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Increase limit for workflows triggering other workflows (aka daisy-chained automations)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Automation Workflow - Approval workflow with condition
Hi, I am getting and error (image below) when i am trying to write a condition based approval workflow, please help
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Merged: Group Management
This discussion has been merged.