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Chatbot fields in Bridge are now collapsed by default
Hi Everyone, We've recently launched an update to the Bridge UI. Chat related fields within states are now collapsed by default in the Bridge workflow designer. This improvement allows users to build workflows faster and also prevents users from filling out unnecessary fields. If you'd like to learn about all of our…
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Record a Date Action for Automated Workflows
I've noticed a few posts on Community re: the release of a new workflow action - Record a Date. I'm not (yet) a member of the "Social Groups" Community so I'm unable to read the full text of each post. In addition, a Smartsheet Partner @Debbie Sawyer made reference to the new workflow action in her answer to…
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How do I change the text in an approval form so it's different from the triggered email?
When I set up an approval workflow, is it possible to change the text in the approval form from the text in the email that is triggered which contains the link to the form? Also, on the approval form is it possible to remove the "Send me a copy of my response" check box?
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Automated Workflow Monthly Archiving
Hi everyone, I am attempting to set up a specific automated workflow to perform archiving. Normally this wouldn't be an issue however I'm using this function to try and have a chart on the dashboard to display the current months data and 11 months prior - so it is a "rolling" chart so to speak. The nature of my current…
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Row comments missing from WF Automation email
Our automated workflow Alert is not including the attachment or the comments in the emails. However those fields are included in the Smartsheet Notification (bell on top right hand side). Please note- this is not an issue on all of our Alerts, but we haven't been able to identify why some are having this problem. Any…
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Develop formula to break up project ranking figures into 4 quadrants
Hello! I have developed a format for my team to utilize a ranking process for incoming continuous improvement ideas. The methodology is called RICE Ranking which you may or may not have heard of. Within the ranking, we want the info to automatically designate which quadrant the idea falls into based on it's rank which…
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Approval Requests overwriting Formulas and Column Formulas
Previously, a formula typed into an approval column would be overwritten when the approval workflow was run. However, the admin would have to manually add the formula back to the top or bottom row to be carried into the next entry, if additional row entries hadn't copied it into new rows. With the new column formulas,…
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How do I to create a non-linear routing system?
I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only Supervisor & Department Director Supervisor, Program Director, & Department Director In the workflow currently created, I…
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Alert Someone Workflow
Does anyone have any idea as to why when a workflow is running for the 1st time on a row it's send the attachment out as it should but then if there's a change to the row and the workflow is triggered for a 2nd time it then does not include the attachment?
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Auto delete data from a cell once triggered?
Hi does anyone know if there is a way to delete data in a cell once that cell is triggered using a Zap? I was directed to Zapier, but man...I'm a newbie there. Has anyone done something similar? Basically -- am using a ranking system to prioritize projects. Once projects are prioritized, I would like to pull them out of…
