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User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
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I am trying to create Workflows based on varying frequency and day row is added.
I have a Smartsheet that gets updated with new data every Monday. As soon as a row is added, the project manager gets a notification to set the "Reporting Frequency". This can be Weekly, Bi-Weekly, or Monthly. The first Thursday after the row is added, a Buyer should receive a workflow that requests updates. Then the Buyer…
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JIRA Sync To Smartsheets Not Syncing
The Problem: JIRA is actually not auto syncing like it should to pull in tickets automatically into smartsheets Notice: The workflow is set correctly to sync JIRA fields to smartsheets The Problem: We have to go into this workflow manually, edit it, then let it run every day. This is NOT automatic syncing like its intended…
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Approval Workflow + Task Assignment
Hello! I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow. I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then…
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Workflow Subscription
I was testing one of my smartsheet workflow and I received the workflow mail and it showed me a link to unsubscribe. I clicked on unsubscribe to see what happens. Instead of asking me one more time, I saw the message which says that thank you for unsubscribing and thats it. It didnt show me steps to subscribe to the…
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Alert When Number of Rows with an "Open" Status Goes Above 300
Hi there! Has anyone tried this? We have one case for each row and they have basic open and closed statuses. Higher management wants to get involved in monitoring the list when the number of open cases goes above a count of 300. I added a hidden column with an if statement that will turn 1 when the number of open cases…
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Intake sheets add on process flow task management aligning with project plan
I am setting up a sort of hybrid project with a large cable manufacturer, the project started and stopped during COVID and they had no task management. I am to use SmartSheet for the project plan, which I have mostly in place other than sites not visited yet. At the end of the day, I am standing up an OT network at several…
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How to stop waiting workflows?
I have multiple workflows while testing that are in waiting status, but will be waiting forever since the workflow failed. How do I stop these, or are they supposed to be in waiting forever?
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Data shuffle Data Merge anomoly
I've just begun to use datashuffle, and have set-up my first workflow, merging data from a CSV file and adding rows / updating cells based on a key column value. All the columns are mapped etc, and the automation occurs upon attaching the CSV file. I've noticed that any data that is merged / added (Most of this data is…
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Filter only children row when certain criteria is met.
Hello Community, What I am trying to do here is to display the milestones achieved by each client. The milestones are contained in children rows. The way to identify those milestones would be displaying the row with the highest date within its own family group and box check checked. Once I am able to filter the rows that…
