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Automated Workflow - Triggering Alerts to Emails in Column on Sheet
Hi There, I was setting up an automated workflow for one of my sheets but ran into an issue. I want to alert the person (whose email address is a data cell on the sheet) when the status of a cell has been changed to "Order Completed". The trigger conditions for the workflow are fine and make sense but how can I designate…
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Workflow Automation - Primary Column
I have renamed my Primary Column to 'Location Name'. In my workflow I would like to reference the Location Name in the subject line. My subject line reads {{Location Name}} - New Project The Location Name is not being transmitted in the email resulting from Workflow Automation. I have tried changing it to {{Primary}},…
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How do I create a workflow to record a date in the future?
I have created a workflow that will record a date once a request has been approved. However, now I need to create a workflow that will document a review date 1 year from the approval date. I can select the record a date option, but it will be the current date not 1 year from that date. Any assistance would be greatly…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…
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Workflow from Harvest
Hi, I have time logs being imported from Harvest from multiple projects, I then want to split this data again using workflows into separate sheets with relation to a specific project. Eventually I want to roll this out between a team of people (around 10 people). Is this possible as I have other workflows that work fine,…
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Tracking record of Email notification in the sheet while sending reminder
Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in which I have created cross link sheet which has each approver reminder days setting. While sending approval request I want to…
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Send automated workflow emails on weekdays only
Is there a way to ensure workflow emails are only sent out on weekdays? I have a workflow set up to send update requests 2 days before a due date but I'd like them to only go out on weekdays. For example, if something is due on a Monday, instead of getting a notification on Saturday (which tends to be ignored), the…
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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Merged: Copy and move selective columns
This discussion has been merged.
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Sharing Rows for Editing/Workflows
Hi all, I have a smartsheet which is an 'adverse events register'. When a form is filled out, the person will tick if this adverse event is a 'security', 'estates' or 'health and safety' event. Both the H&S and the Estates teams have smartsheet licenses, and have access to all of the information in the whole sheet. The…