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Merged: Record of workflow alerts
This discussion has been merged.
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To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
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Merged: More than just approve or deny - approval workflows
This discussion has been merged.
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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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Moving rows from one sheet to another where both have different auto numbering conventions?
Hello, My organization is using Smartsheet to keep track of contract requests as they are submitted and reviewed. I use a sheet which auto numbers each row with a contract request number (prefix CRF-###). Once the request is approved, I want to have an automated workflow move the row to our active contract tracker and…
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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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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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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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Trying to add form submissions onto a Spreadsheet that has a column of unique randomized numbers
Hello all, I was wondering if someone can let me know if there is an easy way or even a workaround to my issue. I have a list of randomized coupon codes in a column, and I need the form submission to populate the next available row with a coupon code. The issue I have right now is that, I have the column of 500 coupon…
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Merged: Workflow Automation - Change Cell - Symbol Style Column
This discussion has been merged.