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Workflow - Notification
We use a workflow to send instructions to a contact, when a box is checked in a column. Each message is customized with information from the corresponding row - and should be sent separately. Somehow, the system sent two messages with customized content in a single email, and changed the subject line to be "(2 entries)"…
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Workflows and Conditions
Hello, I have a data collection sheet that stores a variety of sites data. I will do my best to explain the setup, as well as desired outcome. This sheet contains two forms, (1) a data collection form used for new sites [requires 3 Point of Contact (POC) emails, site name, and various other fields that will not be…
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Have there been updates to automation?
I've noticed recently that automation doesn't seem to be working... have there been any updates/changes recently? A basic workflow to update a cell value is not working: This workflow has been working without fail for nearly a year, and now all of a sudden, the cell value is not being updated. I cannot say how long this…
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Recording dates in single workflow
Hello Everyone, I hope you are doing great I am trying to record 4 different dates in a single workflow but getting dates in only in the 1st date column and all the 3 date columns are not working. In my sheet I have 4 different status columns and their value is (Not Started, In Progress and Complete) Status 1 - Not…
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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Notification when a task has been re-assigned
Hello, I currently have a workflow that notifies individuals when a task has been assigned to them. Is there any way to create an alert if a task is removed/ re-assigned from them? for example task assigned to A is now assigned to B. Can A receive a notification that this is no longer their assignment? I looked through the…
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Sending Rows Monthly to Individuals w/o Underlying Sheet Access
Hey y'all - I'm looking to set up a sustainable option, probably a workflow, to send row items to an individual for all entries they submitted in the past 30 days, without giving underlying access to the sheet. The specific use case here is this is a team wide hour reporting sheet, and we want to give folks visibility into…
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Creating a Rule to Automically Hide Rows
Is it possible to create a Rule, Conditional Formatting, or Workflow where when you check off a Box on the sheet it then hides that row? If not, can I request this feature from SmartSheet? Thank you
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Leveraging forms for satisfaction surveys
Dear community, I aim to capture feedback from stakeholders on specific projects (triggered by a % completion and /or a duration). My survey needs to allow: To display a couple informative fields (as captured in my main grid) – without an option to edit these To capture 3 pieces of information (one of them being free text…
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Automated Workflows - Notifications not sending on Teams nor Email
Good morning everyone and happy Monday, I have been trying to sent automated notifications for my smart sheet but I can't seem to get it right. The smart sheet is shared in a public workspace and everyone in that workspace has permission to view/edit the cells. When the conditions of the workflows are met however... I…
