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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Lag in Workflow - When is Smartsheet Checking Criteria?
I have a simple workflow with a trigger on When rows are added or changed. The field is status field that I would like Smartsheet to add a timestamp when the status changes: What I have noticed is there is a two minute lag in this simple automation, however, I am also noticing that it's not just a lag. What I see if…
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Change Status Based on Previous Row
I am trying to create a column formula that will change the status of a row to "Ready for Work" when status in the row above it changes to "Complete" I tried to follow the information that was provided this thread, but I keep getting #UNPARSEABLE: I already have an auto-number column (Job # - font is just in white based on…
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
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IF FORMULA FOR GOING-TO-EXPIRY EXPIRD-SOON EXPIRED AND VALID CERTIFICATE
My criteria are the following: If the Expiration Date Column cell is more then (60) days remaining = “Valid” If the Expiration Date Column cell is less then (60) days = “Going to Expiry” IF the Expiration Date Column cell is Less then (30) days = “Expired Soon” IF the Expiration Date Column cell is between (0) days to…
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IF FORMULA FOR GOING-TO-EXPIRY EXPIRD-SOON EXPIRED AND VALID CERTIFICATE
My criteria are the following: If the Expiration Date Column cell is more then (60) days remaining = “Valid” If the Expiration Date Column cell is less then (60) days = “Going to Expiry” IF the Expiration Date Column cell is Less then (30) days = “Expired Soon” IF the Expiration Date Column cell is between (0) days to…
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Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Adjust length of Workflow ID to prevent credit card misidentification by M365
We have recently implemented some automated workflows, and have found that Microsoft 365 identifies automated emails from Smartsheet as credit cards. If we try to forward those emails to external users, or if an external user replies to that email and starts a thread with us, Microsoft 365 flags the email every time…
