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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…
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Alert When Number of Rows with an "Open" Status Goes Above 300
Hi there! Has anyone tried this? We have one case for each row and they have basic open and closed statuses. Higher management wants to get involved in monitoring the list when the number of open cases goes above a count of 300. I added a hidden column with an if statement that will turn 1 when the number of open cases…
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Intake sheets add on process flow task management aligning with project plan
I am setting up a sort of hybrid project with a large cable manufacturer, the project started and stopped during COVID and they had no task management. I am to use SmartSheet for the project plan, which I have mostly in place other than sites not visited yet. At the end of the day, I am standing up an OT network at several…
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How to stop waiting workflows?
I have multiple workflows while testing that are in waiting status, but will be waiting forever since the workflow failed. How do I stop these, or are they supposed to be in waiting forever?
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Data shuffle Data Merge anomoly
I've just begun to use datashuffle, and have set-up my first workflow, merging data from a CSV file and adding rows / updating cells based on a key column value. All the columns are mapped etc, and the automation occurs upon attaching the CSV file. I've noticed that any data that is merged / added (Most of this data is…
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Filter only children row when certain criteria is met.
Hello Community, What I am trying to do here is to display the milestones achieved by each client. The milestones are contained in children rows. The way to identify those milestones would be displaying the row with the highest date within its own family group and box check checked. Once I am able to filter the rows that…
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Is there a way to add text and signature after it has been submitted and signed?
My team is developing a process for risk acceptance between departments and IT. We have a preliminary process that currently lives in a Word document and we wanted to see if it can be put into a more automated process in Smartsheets. There are 2 parts to the document that each require signatures/sign offs. The process is…
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Due date automation - how can I do this?
I'm working on a project to automate the flow of processing between multiple staff, each task will have 1-3 days to process [due date] depending on the task. Is there a way to assign the due date through the automation process? I have it assigning when the previous person has completed their task, but I'm not seeing how to…