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Online Active Performance Monitor on sheets
I recently ran into a situation where important automated row moves were getting stuck for sometimes hours at a time, instead of moving immediately based on their automations trigger. The structure was: Automated Move Row 2, from the Intermediate Sheet to the Final Landing Sheet, was the one getting stuck. I had…
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Re-submit for approval
I'm trying to work out a workflow that allows someone to re-submit for approval. I'm not sure how to record an update to a previous denial. Sequence Request submitted-> Approval Request to VP VP Declines-> Notification sent to requestor Requestor updates request (existing request in sheet) -> here's where I lose the…
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Hello,
I am currently working on a digital performance evaluation. I have created a smartsheet with employees names, supervisor email, 30 day review date, 60 day review date, and 90 day review date. I have created a smartsheet survey for the employee to complete and a survey(evaluation) for the supervisor to complete. I would…
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Can I restrict edits to a specific column until a resource is assigned?
I am working on a sheet that contains Maintenance tickets (each row is a ticket) and would like to make it that the status of the ticket ("Status" column) cannot be changed from to "Complete" until a resource has been assigned to the row. Is this functionality possible?
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Sheet updated via DataMesh - workflow doesn't run
Good Afternoon! I have a sheet on which a field is updated via DataMesh. I also have a workflow that is triggered when a cell changes. The DataMesh piece works fine but the workflow is never triggered. Do sheet updates via DataMesh not constitute "changes" on the sheet so workflows aren't triggered? It's a simple workflow…
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Workflow Notifications
Hoping someone can help with the below: For my department's invoicing process, a smartsheet was created with 15 different workflows, one for each vendor. Each entry could require anywhere from 2-6 approvals from management based on the invoice amount. Recently, some aligned users have been receiving MULTIPLE email…
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Automating Document Generation and Print
We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document…
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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…
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How do I assign a contact list cell based on the value of a contact in another contact list row cell
I have a sheet that serves as a reservation system. It's based around a contact list row called "Resource". I have a 2nd contact list cell called "Who's Up Next". I want an automated workflow either based on time /date or triggered that will set "Resource" to "Who's up Next" and then clear "Who's Up Next" Right now seems…
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Formatting on Smartsheet workflow notification
How to make formatting using HTML tag or using CSS for workflow notification (for Alerts and Approval Request). Its very useful for and impressive for user attraction to highlight the few area for example: A workflow has 6 approval step (3 for verification and 3 for approval). we can highlight the user status of approval…