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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Notification when a task has been re-assigned
Hello, I currently have a workflow that notifies individuals when a task has been assigned to them. Is there any way to create an alert if a task is removed/ re-assigned from them? for example task assigned to A is now assigned to B. Can A receive a notification that this is no longer their assignment? I looked through the…
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Sending Rows Monthly to Individuals w/o Underlying Sheet Access
Hey y'all - I'm looking to set up a sustainable option, probably a workflow, to send row items to an individual for all entries they submitted in the past 30 days, without giving underlying access to the sheet. The specific use case here is this is a team wide hour reporting sheet, and we want to give folks visibility into…
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Creating a Rule to Automically Hide Rows
Is it possible to create a Rule, Conditional Formatting, or Workflow where when you check off a Box on the sheet it then hides that row? If not, can I request this feature from SmartSheet? Thank you
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Leveraging forms for satisfaction surveys
Dear community, I aim to capture feedback from stakeholders on specific projects (triggered by a % completion and /or a duration). My survey needs to allow: To display a couple informative fields (as captured in my main grid) – without an option to edit these To capture 3 pieces of information (one of them being free text…
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Automated Workflows - Notifications not sending on Teams nor Email
Good morning everyone and happy Monday, I have been trying to sent automated notifications for my smart sheet but I can't seem to get it right. The smart sheet is shared in a public workspace and everyone in that workspace has permission to view/edit the cells. When the conditions of the workflows are met however... I…
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Data Shuttle sign into Google Drive
I am trying to point an existing Data Shuttle workflow to point to a different sheet on my Google Drive and I am getting an error when trying to log into Google Drive from the Data Shuttle editor. I get the following error message from Google More detail: I click the search icon and get the option to Sign In When I click…
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I made a workflow to link my smartsheet to a Jira project. However, my smartsheet is not updating.
I created a workflow to link my smartsheet to the primary Jira project our team uses. I did filter by assignee name as there are nearly 2000 issues in the project I am using. I know the filter is correct, however the smartsheet is not updating. Does it typically take more than a day for the smartsheet to update after a…
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Question regarding a Form, Automated work flow, and Request an Update.
I have a form with an automated work flow. Three of the cells are for names - actually email address. The column properties are set as "Contact List..." The last question on the form is "Request an update". The default selection is "Yes" How I am hoping how this will work is as follows: John Doe enters the three cells with…
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Including Row Comments in a Message Only Alert Someone Notification
I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has…