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Workflow - Not triggering
Hi Team, We have a common schedule template we use for all projects. To that template, I have created a workflow wherein, upon go-live, it should send an automated VOC email. Columns for the condition to meet are: If Go live = 100% (it's automatically pulling from a row activity called Go live) Send VOC= Is one of; it…
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Alerts Not Sending Even if Adding an Attachment is the Trigger
I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is added with an attachment, but I need an alert for a row that already exists. I DO get…
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Is there a better way to send notification if a cell has no update?
I have a file with two workflows. The first workflow is an update request which is sent on Thursday's. The other workflow is to notify the owner if a cell was not updated as requested. To trigger this workflow I created the following helper columns: Modified: auto number with date formula Modified date: date only from the…
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Using Automation/Workflow to copy multiple languages form responses into one sheet
Hi, I have two forms one in English and one in Spanish. They provide exactly the same responses, just in their respective language. The Spanish version still has the field headers in English while the labels are in Spanish. I have created an automation that filters for a particular school and creates a copy of the row on a…
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Weekly Workflow Notifications Across Several Sheets
I am pretty certain I know the answer to this question, but want to check with the community! I have a portfolio of sheets that all follow the same structure, but they are segregated by specific client. If I have workflow on each one to send a weekly notification update based on specific criteria. Will I receive a separate…
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Workflow: Request Update Form
Hello, For the automated workflow - request update option, if I have this sent out to more than one person to complete and they both leverage the linked form from the automated Smartsheet email, how does Smartsheet intake that information? Would it create two entries or combine into one? This would be for a weekly status…
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Day based Reminder
Hi there ; İ would like to set a workflow as below ; how can i manage ?Could you help me pls i have a date column named "date" and i have one more column named " material" ; i want that system will send an alert according to below rules : --Alert will start 2 weeks later from date column --İf material column is blank send…
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Dynamic Dates
Hello, I'm working on a workflow where the time to complete a task within a project is static but the dates we start the project are dynamic. Is there an easy way to program that? Example below... *Project A starts on 1/1/2022* Task1 = 3 months to complete so the due date is 4/1/2022. Range = 1/1/2022 - 4/1/2022 Task2 = 3…
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Understanding "When rows are changed" workflow
I have setup an automation that copies a project row to another sheet when the project phase is changed to Waiting to close. The copy is working but it's creating duplicates and I'm wondering if it's a bug or I am misunderstanding how the function works. Based on the wording I would expect this Workflow to trigger when the…
