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Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
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Help with Smartsheet
Im looking for someone to help us learn smartsheet. Compensation will be provided when needed. We have a lot of stuff built and unfortunately my employee had to move back home with family health issues and we are in need to help us learn smartsheets so we can keep utilizing what he has built.
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How to not copy child rows using sheet to sheet workflows
I have a sheet with a helper column and conditions set in place to have a row copy to a different sheet however, when the automation runs, it still copies any child rows to the sheet. My workflow is currently setup as: Trigger: When Meeting Topic is checked Conditions: RAID Type is not blank Copy row to new sheet then…
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Record the user who last attached a file to a sheet
Good morning! I'm trying to make a work-flow for 1 sheet that has 2 users. I am the sheet owner and I've created a data shuttle that updates all of the rows on the sheet every time one of us attaches a file to it. When we attach a file - it updates a to do list for the week. Whomever is attaching the file is working…
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Recurring Workflow
Greetings all, I am trying to create a workflow that will send me a notification every 28 days from a date in a specific cell (Start Rent). I want this to continue every 28 days until a date is listed in another cell in that row (Stop Rent). The purpose is to notify me that a Rent Cycle Bill is due for each project. Any…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Record of workflow alerts
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
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Select specific person/email as the name for automated alerts
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
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Send a form from a workflow
I would like to be able to send a form directly from a workflow. The only option currently to do this requires me to add the link to a message, which looks very messy and unprofessional.
