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Data Shuttle - trigger workflows with new row in sheet
Evening all. Problem that I have is that I need a dynamic dropdown working between two sheets (i.e. values in column X in sheet 1 should be dropdown options in column Y in sheet 2). I've figured out how to do a workaround using Data Shuttle (offload workflow from sheet 1 to a Smartsheet attachment CSV, update dropdown in…
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Automation
I am working on developing a form and sheet for a patient safety survey. Each individual question has 6 possible response options with a corresponding numerical value eg "Strongly Disagree" will = 1. Is there a way to develop an automation that will change every "Strongly Disagree" response IN THE SHEET to a value of 1? Or…
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Remove a dropdown option , if it is already selected
Surprised, this does not exist yet in smartsheet. I am creating a sheet , All I want to do is once a timeslot has been selected by a customer, the timeslot should no longer appear in the dropdown or hide it or make it un selectable. I am happy to explore the automation workflow option too, but there is no way to configure…
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Referencing Values While Using Workflows and other grievances
There is some serious disconnect between Workflows and Formulas/Functions. I use Smartsheet mostly for task management on a small software development team. When we submit a code change it must go through multiple steps in this case: Development, Testing, Code Merge, and a few other tasks. I want to create a form that…
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Rows added/Changed Trigger automation is not working based on columns referencing another sheet?
I have a sheet that is supposed to move rows to another sheet if a column is checked. Well its not working. It only works if I manually change a cell within that row. In the second screenshot above, in the "d" column, there's a lookup formula that checks if the column to its left is not blank. If column "d" is not blank…
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User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
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I am trying to create Workflows based on varying frequency and day row is added.
I have a Smartsheet that gets updated with new data every Monday. As soon as a row is added, the project manager gets a notification to set the "Reporting Frequency". This can be Weekly, Bi-Weekly, or Monthly. The first Thursday after the row is added, a Buyer should receive a workflow that requests updates. Then the Buyer…
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JIRA Sync To Smartsheets Not Syncing
The Problem: JIRA is actually not auto syncing like it should to pull in tickets automatically into smartsheets Notice: The workflow is set correctly to sync JIRA fields to smartsheets The Problem: We have to go into this workflow manually, edit it, then let it run every day. This is NOT automatic syncing like its intended…
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Approval Workflow + Task Assignment
Hello! I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow. I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then…
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Workflow Subscription
I was testing one of my smartsheet workflow and I received the workflow mail and it showed me a link to unsubscribe. I clicked on unsubscribe to see what happens. Instead of asking me one more time, I saw the message which says that thank you for unsubscribing and thats it. It didnt show me steps to subscribe to the…