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Data Shuttle inconsistencies in updates
Hello, everyone. We've been working with support but I wanted to get a feel on what other users are finding. Does anyone else find inconsistencies in their Data Shuttle updates? It's been suggested to us that we need to try smaller batches that what we're needing but even with that we're finding that things like mapping…
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Filters for Multi-Select Drop Down Column
I have a column in my sheet that allows multi-select in a drop down. I want to create a filter that will show me all the rows that have multiple values selected in that column, how can I create a filter for that?
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Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee
I have following questions related to workflow automation Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function? Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?
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Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.
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Including Images in a Workflow Automation
Hello Everyone! I am creating an automation and am aware that an image cannot be included in the body of an automation email. However, I opted to have the image attached to the workflow email by including certain cells. The issue I'm running into is that when the image is attached to the email I am getting the following…
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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
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Determine follow-up date that will trigger Workflow
I want a date to populate a field that will trigger a follow-up workflow. My criteria is: If the certification Complete is GREEN, this date can remain blank, as no follow-up will be sent. If the certification Complete is YELLOW or RED, the Manager has either partially completed (yellow) or not completed at all (red). The…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
