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Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
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Data Shuttle: update a checkbox in the source sheet to indicate success
Currently, Data Shuttle efficiently migrates data from Smartsheet to SharePoint, OneDrive, GoogleDrive, Box, & as a Smartsheet Attachment. This Providing a seamless integration between the two platforms. However, one aspect that could enhance user experience and workflow efficiency is the ability for Data Shuttle to…
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Record an Approver Name once Approved using Automation
Hi, I am looking for a solution to record the name of the approver when using Approval Request automation. I can see there have been few questions/discussions on this, but can someone point me to the solutions - without using Zapier :) For example, a request to approve a report is being sent to John, Jack and Jerry. Jerry…
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How do you confirm the identity of an approver in an approval request?
We discovered somewhat alarmingly that the Modified By column does not record the email address of a person making an approval but rather pulls information from the cell in the approver column. Here is the use case: An approval request email is sent to Person A, who forwards the email to Person B. Person B approves the…
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Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…
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Is it possible to include a formula in a hidden field in a form?
The reason for asking is we are creating a smartsheet with form for training candidates to register their names, which will then create a certificate using document generator. In order to get the certificate PDFs to have a unique file name I have added a column called file name with the formula ="COSHH Training Certificate…
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how do i update the 'action tracker' status column from the action tracker updater sheet
I want to make a system where not everyone can see my action tracker sheet. What can I do to ensure that the status column can be updated to whosoever the action has been assigned to without them having to see the full sheet
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Admin Authorise change
Hi all, would it be possible to add in a feature so i can select a column which allows people with editor permission to change. However before that change is locked in, an admin has to check and approve the change. One of the main reasons we use smart sheets is the ability to lock columns and rows which is fantastic.…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Same subtasks for all projects..
Hi all, I'm new here, so sorry if the question's been asked before and I couldn't find the answer, but: I work on multiple projects at once, and they typically have the same group of tasks for each (I work in communications, and for every event (/project) I draft the same suite of products, and they get approved in the…
