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No editable fields in Automated Workflow email
Hi, i have two workflows created (update requests) and only one of them is showing the fields as editable when the email link is opened.. but both are exactly the same, only asking for different fields to update. One column is a dropdown, the other free text... The selected fields are not locked or containing formulas or…
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Automation at the workspace level (Link sheets to workspace automation)
I would like a way to setup one automation that is used on all sheets within a workspace. All of the sheets in the workspace are the same and are used to track information for different employees. Currently I need to change the approval process to remove one group. That group will now receive a notification only. In order…
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Dashboard PDF
Is it possible to automate sending a PDF version of the dashboard to a group or manually selecting something to send a PDF of the dashboard to a group?
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Add 'subscribers' to automations to receive "A workflow has become invalid" emails
Hello! We've been trying to dig around to see how to do this but the results seem to reference a menu we don't see. Is there a way to add emails (we are hoping to add a distro) to the automations alerts that get sent when something is unable to work? We tried duplicating the workflow to see if we could then add the email,…
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Automation for entire workspace?
Is there a way to setup one automation that is used on all sheets within a workspace? I would like to be able to edit one automation instead of editing the same automation on 30 separate sheets that are in the same workspace. The sheets have the same columns. When the completed checkbox is checked, the approval automation…
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Using automation to update a date field
I know you can use the record a date automation to record the current date in a field, but is there any way to update a date field to a chosen value? We have a date field for the finishing of a task - date finished. If the user selects a Release value from an other drop down column, we want the date finished field to…
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Adding Names from Sheet 1 to Sheet 2 with Counter update and handling duplicates
Good afternoon, I'm trying to achieve the following without success: I have Sheet 1 that as forms are submitted a Names column is filled. I have Sheet 2 with a Names and Counter columns When a new submission occurs, I would like to get that name from Sheet 1 and add it to the Name column in Sheet 2 if it doesn't exist…
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Move Row/Copy Row Automation flowchart
Hi Smartsheet, I'd like to have a high-level Smartsheet view that shows, in a visual, the "Move Row" and "Copy Row" automations from one sheet to another. This would be extremely handy when communicating to management or onboarding new employees to existing Smartsheet processes. Additionally links directly to the sheet on…
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Automation alert- Receive a notification about MaxVal six months before its renewal date.
Hi there, I wanted to confirm if my automation is correct. Alert Goal: Receive a notification about MaxVal six months before its renewal date.
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activity log recognizing notifications
Hello, I have an automation set up to notify people when a row is added to a grid. I looked at the activity log associated with the grid and don't see an indication that it ran but am positive it did because I received it. Does the activity log not track certain types of notifications? Thanks
