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Uncheck cell based on values in another sheet
Hi all, I have a workflow request. I am trying to get a checkbox to reset to unchecked based on a series of conditions in another sheet. The below screenshot is the first sheet in the workflow. In this example, the checkbox in the column “Needs Review” needs to be unchecked based on these conditions: 1. A Review Date (in…
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Can I get alert for update request in Microsoft teams? (not as a bot, but as in team's chat)
Hi All I am trying to send an update request via microsoft teams and I successfully set up a workflow. But, the problem is the link to update the request is only coming from a bot of smartsheet rather than into the team(group) created. Under group, it is giving just a message that this user made an update. Is there any way…
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How to configure direct message update requests in Microsoft Teams
Hi everyone, I've integrated Smartsheet with MS Teams and have successfully sent notifications to a channel. I would like to add Update Requests in Teams direct messages but am unsure how to get it to work, and am finding little useful information on how to do this in a step by step manner. All I see is direction to enable…
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How can I set a workflow/automation for subtasks?
Hello! We're currently trying to set a workflow so that a notification by e-mail is sent seven (7) days prior to the projected start and the projected finish. Our goal is that this reminder is also sent for the projected start and finish established for subtasks. Nonetheless, my experience so far has been that a…
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Workflow trigger for condition not met
I want to setup a workflow to send an email when a comment is added, except if it is added by 'me' [Created by]. I want this to apply regardless of who the user is. Is this possible?
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"Unexpected Error"
Hi All, One of my colleagues has been experiencing an issue with approval workflows. When she goes to submit it she keeps getting "An unexpected error has occurred". I checked to make sure she is using Google Chrome and she is a fully licensed account. It happens to her so often that it holds up other workflows because she…
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Workflow or Conditional formatting for tasks
Hi, we are trying to organize a task list to show tasks that need to be completed if they answer yes or no to a parent row. Example screen shot attached...when row 2 is Yes we would like to show some tasks between 3-11 without a strikethrough, and if the answer is No then those items that were previously formatted with the…
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Changing labels on approval workflow
Hi, I am creating approval workflows and was wondering if I can change the labels on it. The default are 'approved' or 'declined'. Is there a way to change that? For example, I'd like it to say 'approved' or 'feedback provided' instead of declined. Thanks, Natasha
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Automations Not Being Replicated Correctly By Control Center
For my project - I want Control Center to recreate sheets that have certain automations linked to it. These automations copy/move rows to sheets in the newly created project folders. However, when a new project folder is provisioned using Control Center, the workflow still writes the copied row to the original sheet in the…
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Copy Row workflow used with Blueprint template
I have a sheet with a simple workflow designed to copy a row to another sheet when triggered. The workflow works correctly in my source folder. When a new project workspace is provisioned using Control Center, however, the workflow still writes the copied row to the original sheet in the source folder rather than in the…
