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approval when a row is marked complete
I am trying to add an approval when a specific row is marked complete. I do not see a way to do that. I want to add sign-off of a phase when the milestone is complete (eg. Task = QA complete Status = complete) Is there a way to do that?
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Automation Workflow Time setting
Hi, I am looking at the feature creating Workflow. I'm wondering is there any way that we could set the time trigger by minute? For now, we can only set up on the hour, however, is it possible to customized the setting by minute, like 2:30pm, 2:45pm? I am asking because when I test the workflow, I can only wait for another…
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Getting an image approved - how to set Approval Status from multiple cells, ignoring blanks
Hello! I have an image production process sheet that at the moment requires 1-3 approvers per image. The images to be approved live in a cloud drive - they do not get attached to the Smartsheet. Basically, when there is a contact email in an Approver cell, I need a formula to check what the Image Approval Status is. Here…
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Include Previous Value in Workflow Notification
I have a sheet that has all of our current projects, and one of the columns is Ship Date. We have a workflow so that some of us are alerted when this Ship Date changes. Currently, we just have the message saying "The ship date is now {{Ship Date}} for {{Job Name}}." Is there a way to include the previous value (date) that…
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Two workflows in one automation?
Is it possible to have two workflows in one? For instance, if someone is filling out our intake form, and they select a marketing tool called "Emma", I want the specific marketing person who handles that tool to be assigned to that ticket and to receive an alert that someone has submitted a ticket for it. Can I make both…
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Automation emails
My teams uses a process to send an email when certain thresholds are met. The recipient of that email is able to respond to the referenced row in SmartSheet. It would be useful for the assigned person to be notified when the recipient has responded. Is this possible?
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Automated Workflow for Linked Cell Copying
I am trying to create a workflow that, when a new row is created, will copy over to another sheet. Also, when that row is updated, I would like for the changes to be automatically reflected in the second sheet. Right now, I have to link these manually, but would prefer to set up the linking in the workflow directly. Is…
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automation copying rows when conditions should send update request instead
Hello, I have a scheduling sheet where users update an existing row to reserve a meeting time. My automation workflow states to copy rows changed IF three fields are NOT blank Otherwise send an update request for missing field info. The issue: Rows are copying even when one or more of the three fields are blank AND even…
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Automation Alerts work sporadically
Hi I'm working on automating alert notifications from Form submissions via email, Teams Channel and the Teams Bot and so far the Channel is the only one that seems to work consistently. In all scenarios in my testing, as you'll see in my screenshots of the workflows, my email is associated with the SME listed and I list…
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Proofing Automation
How do I use the workflow automation for approval with Proofs? For example, I need to send a PDF proof through a workflow to be approved, but I am unable to do this through automatic workflows (cannot add a Proof) nor the Proofing feature, which is not automated. Also wondering if I can use dynamic cell data in Proofing…
