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Workflow not triggered when a new row is added.
Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
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I fixed my issue but why? - Notification email delayed by 1 day
I have a sheet that notifies people when they need to review a document based on when it reaches its expiration date. The idea is that people are sent an email notification 90 days, 60/30, and 7 days before it expires so they can take action. I have the date the document expires in one column and in another column, I have…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Weird Trigger action on workflow automation
I have a workflow automation on sheet 1 that copies a row from sheet 1 to sheet 2 and sends an alert to my email when it is done. The cell that triggers the automation (a checkbox in sheet 1) gets populated by another sheet (sheet 3) and as such the rules say that the workflow will not be triggered and the row will not be…
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How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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do attachments get sent in the email from an automation?
I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the email I get does not include the attachment, is there a way to make the email include it?
