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Change workflow triggered with new item
I have two approval workflows, one for initial approval, triggered by “when rows are added” and “email address” changes to anything. Second is a change request workflow triggered by when “rows are changed” and “start date” or “end date” changes. When I add new rows, the both workflows are triggered and I can’t figure out…
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Help with Smartsheet
Im looking for someone to help us learn smartsheet. Compensation will be provided when needed. We have a lot of stuff built and unfortunately my employee had to move back home with family health issues and we are in need to help us learn smartsheets so we can keep utilizing what he has built.
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Why doesn't Automation Workflow, "Assigned To has been changed", work correctly?
Hi all, I would appreciate another set of eyes to review my workflow please. Here's the automation: I get the email, but it shows exactly how it is written above (yellow highlight). I was expecting it to show the name of sheet. I thought this was working correctly at one point but can't say for sure. I can't find any notes…
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Importing Excel spreadsheet to an existing Smartsheet
Hi, I need to import Excel spreadsheet to an existing Smartsheet that already have DataMesh set up. It's not feasible to copy and paste 500 rows at a time since the Excel has many more rows than that. DataShuttle also would not work because while I can save the Excel in OneDrive, it requires additional permissions to…
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Approval Workflow improvement - Keep the initial Value when request rejected
Status quo: I create a workflow with a request to review and approve a certain value in a cell. The review as the option to approve or decline. Issue: In case of an approval, not issue. BUT in case the approver rejects the request, means he wants to express that the new / changed value is not correct, the wrong value…
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Approval Workflows - Use of initial data after rejection
Hi. I want to create an approval workflow for the following example: I have a list with contact for several equpiments. Now, somebody will change a name. In this case, a workflow will be triggered (trigger is change of the value), requesting the approval of the Manager. Setting up this is clear. My questions is focusing on…
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Smartsheet Automated Emails changing custom subject line
Good Morning, I've have several workflows setup to send out emails that are triggered by dates. I'm using the Alert someone and I have setup specific subject lines in each out these, based on the time frame of a requested completed date. This morning, I received a "Reminder: Smartsheet Name" email that was sent to all who…
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Automations Inactive - Still Sending Alerts
We have a sandbox sheet duplicated from a live sheet for 6 months now. The automations on the sandbox sheet are 'inactive' as we don't want any alerts being sent out while we run testing. However, just recently, email alerts have been sent from the sandbox sheet to the contacts and we know this for sure because the link in…
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Reoccurring workflow start based on date in cell and end when a condition is met
It would be awesome to have be able to set a custom recurrence for a workflow that is triggered based on a Date Field instead of a hard coded date. This would be extremely useful for Update Requests and Alerts. For instance having it resend the UR/ Alert/ Approval until a condition changes that shows they have responded.
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Workflow Administration in Control Center Global Updates
I would love to see the ability to create, update, and administer workflows in Control Center provisioned projects. A few use cases: We recently completed our implementation of Control Center and migrated our live projects into the new framework. Some of the blueprint templates have alerts configured and it would have been…