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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Change Value in Symbol Column Based on Value of Other Column
Hello everyone! I have a Status column (Symbol type), where users can choose manually the desired status. I also have a Completed% column (Text/Number type), where a percentage is entered manually. I would like to change the value of the Status column to "Blue" when Completed% is "100%", but keep as is in all other…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.
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Merged: Sheet full Warning and Workflow Additions
This discussion has been merged.
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How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets. They are looking for functionality where: Users can…