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Automation to Only Include Attachments and Comments
Currently an Update Automation and a Request for Approval Automation cannot only include the Attachments and Comments. It must also include another column. It would be nice to have an automation that only includes Attachments and Comments. This would allow someone to review the attachments and provide comments when there…
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Repeatedly Invalid Yet Operating Automation
I am having a problem with an automation. Whenever it gets triggered I receive an email notifying that part of it is invalid. I go into the automation, resave it, and it will run just fine. I have tried deleting the workflow and remaking it and have tried deleting it and splitting the steps into separate workflows. Any…
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Automation circling and unsure how
I have automations circling between each other and retriggering. I cannot seem to find how it is taking place. Currently I have approval automations that are separated out in numeric order. Instead of going from one approval to the next, my trigger is a Place in Approval Process Column that changes to the next approval…
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🔵 Available for Hire | Senior Smartsheet Consultant & Developer | Full-Time or Contract
Hi Smartsheet Community, I'm Abhijit Mohanty, a Senior Smartsheet Consultant and Developer with 12+ years of experience delivering enterprise-grade solutions for Fortune 500 companies, government agencies, and mid-market clients. I'm currently available for both full-time roles and contract/freelance engagements. What I…
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Approval Request
Good Day Everyone Can the client comment from the approval request on Smartsheet be sent with the mail automation when client has approved or declined the request. Would like to see the client comment with the automation mail and not just in the row? Kind Regards Anthony
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Project Management Workflows in Smartsheet – Looking for Input
Hi Smartsheet Community, I’m looking for some ideas and best practices on how others are managing project tasks and ownership within Smartsheet project plans. Our team is trying to build a cleaner, more standardized process for tracking project work, especially around assigning tasks, managing updates, and keeping project…
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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The intermediary sheet not updating with the source
Hello, I have a destination sheet that is cell linked to a source sheet. The source sheet is constantly being updated (adding information, deleting information) but the destination sheet does not reflect those updates. Is there any work around this issue? Any way that the destination sheet reflects the updates real time? I…
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Issue with Future Dates and Global Time Zones
Hello Community, Looking for some help today to figure out how to correct time zone differences with dates. I have set up an Automation workflow to remove future dates in schedules and send notifications to the PMs. This would prevent future dates being collected in reports and dashboards. The settings for the Owner…
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Date and Time
Good day. On my sheet, I'd like to find out if it's possible to calculate the elapsed hours of a job using the start date, estimated hours of completion (for the job) and finish date.