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Automated Workflow Condition was not met but workflow executed
I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Disposition listed below. Is there a limit on the number of conditions in an automated…
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Request for Update - Set Expire Date/Days
We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is managed in a a master sheet: Master sheet is a two-week (14days) schedule Planning for new…
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Automated Workflow - Task Complete
I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to…
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A workflow has become invalid
Hello, I need some help here. Here is a message I receive I have a condition in "Phase 3a" workflow that triggers a comment written in a given cell. Ideally I’d like a date to also be recorded while triggering this comment but it doesn’t seem possible as the desired field doesn't come up in the action drop down list. To…
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Sales pipeline with sort (need child/parent row stays together)
I have a sheet that has child/parent rows and which I can sort by dropdown list order (see below pics) So here are my questions: 1.) how can I have a report where it only shows the current user AND that the child/parent row are together when sorted in the report 2.) I want the sort to be "sort by dropdown list", is that…
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Send Email when any Cell except 1 changes
Hello, Is there a way to send an email when any cell except one changes? I have a field called job status. I need it so that if any field except job status is updated to send an email. What would be the best way to go about this? Thank You, Douglas
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How to add multiple IF statements to WORKDAY function?
Hello trying to add multiple cities to a workday function. This is to subtract our ship day from the expected arrive by date. Currently, this is what I have =WORKDAY(F3,IF(OR(K3="CITY1",K3="CITY2),"-2","-10"),Sheet1!B$2:B$49) I want to add 2 more cities. The function can either be from another column/sheet that has the…
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Assign Workflow issue
I think I've been looking at this for too long and I need help! I received this message "We had additional conditions set up that didn't show disabled, but wouldn't assign on this workflow so we changed them to be OR and apparently it still isn't assigning but isn't showing as broken either" In the attached picture, is…
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Automated Workflows with multiple actions are not working
I have an automated workflow set to trigger anytime the value of a cell in a specific column changed. The workflow has 2 actions: Notify a Specific Person (me) and Change the Value of a Cell (In this case, it is a the cell is a checkbox and I want to set the value to checked. The workflow is sending me notifications when…
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Does anyone else have trouble with attachments missing from email notifications within a workflow?
We use smartsheet for electronic applications. Once a new application is submitted, we generate documents, and check a box which triggers our workflow. It is supposed to include attachments, but sometimes it is missing. Does anyone happen to have a solution for this?
