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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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Workflow timing is unavailable
I am attempted to update my workflow automation "Run workflow" from "When triggered" to "Hourly", but I am getting the pop-up window below when Saving. Anyone familiar with it? Any workarounds? Thank you!
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Generating Workflow from One Worksheet to Activate Form on Second Worksheet
I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?
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How do I find an existing Workflow and remove it?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots
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Change a cell value If a certain Postal/Zip Code is entered, is it possible?
Hi there helpful people! I am using smartsheet to track jobs in order to then export a monthly report. I have approx 2000 postal/zip codes attributed to client sites within a particular State - and what I'm hoping to do is set up an automation (either within a workflow or a formula) where if a particular postal/zip code is…
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How can I stop my Sheet Summary from changing the location of a cell when form data comes in?
I am creating an inventory form that populates data into a sheet on "Top of Sheet". I want to create a summary sheet that reflects how much of an item we need vs what we have entered on the count (via the form). My issue is, whenever a form gets filled out, it also shifts the cell I am trying to reference down. I want it…
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Grouped Update Requests
I am looking for a way to send multiple update requests in a single email. Here is the scenario. Once a product is inspected, I want to check a Smartsheet checkbox saying that it passed inspection. Then I want Smartsheet to automatically send out an update request to our shipping department telling them to go ahead and…
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Automatic workflow not working
I am trying to set up a recurring date to be entered into the sheet using automatic workflow (photos enclosed) I want to be able to type in "blah blah blah" into the event name column and have it repeat every month on the the third sunday. What am I doing wrong?
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triggering a workflow by a system date
I'm trying to trigger a notification based on Creation Date (auto-date) + 30 days. I hope I'm just being thick since I would think this to be a fairly common type of workflow. Unfortunately system date columns cannot be used to trigger a workflow, unless I'm missing something. At this point I think I need to create a…
