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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Approval Workflow with more than 2 outcomes?
Hi, I want an approval flow with 3 outcomes; Rejected, Approved and Approved with Comments... I can't see a way to increase the number of outcomes for the Approval Workflow. I tried adding a checkbox field for "with comments" so someone could tick the checkbox then Approve and use a logic filter to manage the flow but the…
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Workflows on cells that are connected to external sheets.
Hi, I have a problem with the workflows not triggering for values that are changing based of external links. I have looked around and have come to realization that Smartsheet has disabled the ability for workflows to trigger based on cells that are linked to external sheets. I am now stuck with a massive problem. So the…
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How to auto send an Excel spreadsheet only when sheet changes are made?
We have set up automated workflows for a Smartsheet and its associated sign-up form that we've created. Current state: We have a team who receives an hourly notification from the sign-up form if there are any changes to the form. The email contains a link. What we want: The team prefers to receive an exported Excel…
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If statement in parent row to delete children row?
I am working on a sheet where a task is to validate a set of data. If the data fails there is a follow up task to revise, if it passes the next task is to launch. Right now I have these all set as rows. But I wanted to see if there was a way to insert a checkbox for pass/fail and then based on whether that pass or fail…
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Workflows randomly not running
I have a smartsheet that pulls data from a different one, and with this a verifier that changes are being made. This verifier has a workflow automation that triggers on rows changing that is supposed to change a cell, but will randomly stop working. I've checked the cell history to verify its actually changing, and it is.…
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"Send to specific people" workflow reset when sheet is copied
As a project manager and smartsheet admin I have found it very useful to setup workflows that notify ME when other people make changes to smartsheet, however, I find that whenever I create a template from a sheet with all of these workflows setup, or even just "Save As" one of these sheets, all of the selected people in…
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IF Statements to JOIN or Concatenate cell values from 1 sheet into another
Hi, Needing some help to figure out the best way of setting up some automation.... I have a worksheet "Automated Assistant - Calling Mode". I have a bunch of workflows created to select certain items (tasks) in a multi select column "Next Action" column... See screen shot "Calling Mode sheet to show results." So right now,…
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Can I copy individual fields (within a column) to another sheet in particular order (Workflow)
Dear all, Can I copy individual fields (within a column) to another sheet in particular order triggered as Workflow process? I have a main sheet that is used to capture activities and statusses. Based on a specific status a part of the information (in specific order) will need to be copied to a new sheet to make it ready…
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Workflow E-mail Notifications
Hello! I am working on a workflow automation but i am not receiving the Request Approval e-mail notification as expected. I put my email as the Director for testing purposes and selected All Fields in Advanced Options, plus to include the options Approved, Rejected buttons. Please see below the steps I did. To me it should…