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Approval Workflows with Inconsistent Reviewers
Background: I want to make a sheet that can track all of my review/approval requests throughout a project. I would want multiple types of project documents to be reviewed/approved (e.g., change requests, project charters/plans, test cases, etc.) each with their own set of reviewers/approvers. For instance: Project Charter…
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Generate Document Automation, select 1 of 3 contracts
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the automation is triggered. Then we created different forms of the contract: we have 1 for veterans, 1 for people that pay in full…
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Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
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Automation: Can I Customize the Alert Message based on Status in a Single Workflow?
I am working on a ticketing system and would like to set up an automation to notify the submitter when their ticket's status changes but I'd like to customize the alert message depending on the status that the ticket was changed to. Is it possible to do this in one workflow? Or would I need to create a workflow for each…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
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How to only send 1 email if there are multiple lines in automation?
Hello! I am having an issue with automation emails. I have automation set up that will email a contact in a cell whenever a box is checked. The box is also automated, and is driven by customer-material# combination from a form that internal users can submit. There are instances where we may have multiple orders for a…
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I don't see the "automation" tab at the top of the sheet that I want to share
I've set up automations before using the tab in the left-hand corner but now I want to share a sheet on a weekly basis and the automation tab is missing. Is this because of the type of sheet I'm trying to share? Or is it the ownership? Or is it something else? Thanks for your help.
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Copy Certain Row Cells to New Sheets
Good morning! I came across this thread (https://community.smartsheet.com/discussion/92237/copy-specific-columns-from-one-sheet-to-another-linked) but it doesn't look like it's had any traction since early 2023. I'm hoping this is still something that is in the works and figured I'd see if anyone has come up with any work…
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Automation creates duplicate row instead of updating it
Hi All, I was trying to set the following flow and it doesn't seem to be working Master Sheet - copy row to Project Plan (several conditions) = working fine Master Sheet edit row - edit a relevant copied row in Project plan =/ not working, creates a duplicate row with updated info --- is there any way around this? feeding…
