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Using Approvals with a formula cell
I am trying to use an approval request to change the value of a cell that contains a formula. The cell that has the formula is based on data in two other cells. For example, the other two cells can either be "Yes" or "N/A". If both of them are "N/A", then my approval cell automatically changes to "Yes" and it does not…
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Reports Exportable to Outlook Calendars?
Hi there, Are customized reports able to be published to Outlook 2013? Thank you!
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…
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Recurring Update Requests until task is complete
I have a workflow where a contact is sent an updated request when they are added to the row. What I would like to know is how to have that update request sent regularly (daily, or weekly) UNTIL they have submitted the update request. Then I don't need them to get the update request anymore. Is there a way to do that?…
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Automatically request updates weekly without a trigger event
We have created a new Smartsheet for our quarterly goals including an Assigned To, Status and % Complete fields. We would like to have an Update Request send out automatically at 8 am every Monday morning asking for people to update their Status and % Complete fields every week. I tried going in and creating a new Update…
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Automation with Update Request
Hi, I have automation working with multiple approvals and update requests. 1. An approval is submitted to 1st person 2. They deny and the workflow is set to either deny in total or deny with an update request. 3. The person who submitted then gets the update request but it doesn't say what needs to be updated just that it…
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Email INTO a sheet
We would like to have specific email addresses to add items to lists. Is this possible? For example, an Intern inbox of tasks. The subject line would go to the Task Name and the body of the email into Description or Comments. I guess this is a feature request... Rob.
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Running workflow with alert & if, then formulas
When a row is added/changed, I need a workflow that kicks off an approval email to only two people. After those two people receive the alert to approve or decline (I only need one response), whichever they choose needs to fill in "approved by" and "approved date" columns in the sheet. How do I set this up correctly?
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Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
