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Workflow notifications
I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set up in my contacts. Is there an additional feature I need to activate for all the…
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Workflow automation isn't triggering emails
I am having a crazy hard time getting this workflow automation to trigger emails! I've tried it as an alert and an update, I've tried deleting and re-entering it, I've tried changing the field that triggers it...no emails showing up in Smartsheet itself, or in users' email inboxes. Here's the workflow: The "Hand Off to…
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Workflow getting triggered even when condition isn't met
I have a workflow with the trigger filter as shown in the attached pic. Approval requests further down in the workflow are getting sent out even when 'Type of Status Change' is 'Promotion'. Any idea why this is happening or how to fix it? Thanks!
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Workflow: add a date first before copying entry to new sheet
Hi, I'm a newbie so apologies if this request is a bit basic (I have searched for a similar thread). I have a contact list, that contains email addresses. When a new contact is added or email address is amended, I would like: (a) a date to be automatically added to that entry (I have added a date column) (b) the entry row…
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Workflow - Add a condition to Move Row / Data Shuttle move instead of delete
So, I'm trying to write a workflow that will move rows not updated / added from a Data Shuttle import. I've added a custom expression that adds a helper column with a "1" if the row is added or modified. That part works great. Moving the rows not touched is the problem. I created the workflow below which I'm now learning…
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how to copy one cell value to another in workflow
Hi all, In a workflow if a trigger occurs I would like to copy the value of "cell A" to "cell B". This seems not to be possible or is there a workaround? Thank you, Joachim
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Approval workflow filling a text field when declining
Hi all, in an approval workflow we need beside the accept / decline button the ability to enter the reason why the request is declined. Any idea how to get this? Thanks and have a nice evening, Joachim
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How to stop Auomations from combining two form entires
I have a Smartsheet form that when submitted triggers and automated email. However, if two forms are filled out within a minute or two of each other it combines both entries into one automated/combined email that is sent out. I want each form submitted to have its own automated email, how do i turn off the "combined"…
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Print out Workflow
Is there a way to print out the workflow so it can be shared in a presentation or discussion with the team? I seen someone asked last year but there has been no update to that question.
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Workflow with multiple OR conditions is not working as expected
I created a workflow that triggers an alert when a new row is added to a sheet, except if certain conditions are met -- i.e. if I am the one who added the new row, I do NOT want an alert sent. It is not working as expected and alerts are still being sent when I add a new row. See image below - have I set up the 'OR'…
