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How to get an approval after a decline in the automated approval request workflow?
Hi All, I have created an automated workflow based on a form submission that asks for the Approval of at least 3 individuals/roles. If an Approver declines, it will send and update request to the originator (Project Manager) and ask them to update information in the form. Once the Project Manager has updated the form, the…
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Workflow becomes invalid after each trigger.
Hi, I am also facing the same issue. I have set the triggering point to Modified date which is Auto/System Generated Date Column. This is so because my requirement was whenever any changes are done in form, approval request should get triggered. Since we are not sure, what column user is going to change, we kept the…
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Is the Today function actually being forced to update?
The grid below shows 3 rows. The 1st, Header_Row, is a place holder row for the Today function entered in the 1st cell of the Date.Today column. This allows the formula to be copied down when subsequent rows are added to this Smartsheet. Using automation, the "Delete_Task" row is copied into this sheet from another source…
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Have a different email UI than what's in the request an update form
Hello - I am sending out pretty lengthly update request logic emails. I was wondering if there was a way that when the person receives an email they see only a few columns, but when they click the link to update the form, all of the columns appear. For example - I'm sending out an update request with about 24 columns. So…
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How do I create a formula to activate a flag if a column has not been changed?
I want to be able to send an automatic update request when people fail to add updates to a text column (Called Updates). Currently, this doesn't seem possible. But I thought of a workaround that may work if someone could point me in the direction of writing a formula. I thought of having a flag column that will go up if…
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Update Request Results showing data that was deleted from Update Req. Form
I am sending an Update Request (UR) form to employees to have them tell me how many hours they worked each day. The smartsheet is prefilled with 8 hours each day. So when the UR form get to the employee, they just make adjustments as needed. In the image below, the employee received the UR form. Deleted 8 from the Hours…
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Conditional Logic Forms
We have a form that will have yes/no logic. If Yes(problem is resolved with the previous information provided in logic) is selected we want them to back out of the form or display a "thank you, please submit if you have any additional questions" It doesn't appear the functionality is there, but does anyone have work around?
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referencing using @row
I've tried multiple searches and haven't found the right keyword/tricky phrase to answer my question. I am using a form for submissions and trying to calculate how long a trend has been occurring. Right now my working formula is this: =IF(DidIncidentOccur@row = "Yes", 0, IF(YEARDAY(Date1) > YEARDAY(Date2), DaysSince2 +…
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Retaining comments in an approval workflow
Hi i have an approval workflow that isn't quite functioning as i'd like. It works as follows: * A Payments Officer inputs data to a sheet and creates a row comment to add context * they then change a status column to "Awaiting Approval". * This send an Approval Request to the contact in the Approver column * The Approver…
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Update Request - Accumulated hours formula
Hi All, Currently I am setting up a tracker for tracking weekly hours spent on requests that come in via a form. I would like to set up an update request that runs every friday (until task is marked as closed) to the assigned person who will enter the amount hours they spent on the task in the week just gone. I would like…
