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Workflow not Triggering
I have a move workflow that should trigger when a checkbox is checked. The checkbox (picture below) has the column formula: =IF([Row#]@row > 50000, IF(IFERROR(MATCH([Row#]@row, {QC_Results_DB Row#}, 0), 0) > 0, 1, 0)) This formula triggers correctly, and checks the box when it should. The issue is that the workflow isn't…
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How to use Decline in an Approval Workflow to change other cell values
I am quite frustrated trying to figure out how to use the Approval Workflow. I am working on a team task template which as an "assigned to" field and a "approval by" field. There is also a dropdown column for Status, with options "Not Started, In Progress, or Submitted". A separate column is used for Approval Status…
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Approval Sequence Workflow
Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if any of the rows are moved between sheets or cells are changed the approval sequence starts all over again. I need to stop two…
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Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
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Manually run a workflow trigger
If I decide to create a workflow trigger (move rows to an archived inventory sheet), can I manually run the trigger? Will the workflow only work when new info is input and not capture the data previously entered before a workflow trigger was created? Seems to me that workflow triggers to work manually if needed since…
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Generic email for workflow
I am building workflows for operations of various teams. I came across an issue when we implemented one of them- when the automatic workflow (Update request) goes out, the email is coming from me. I am getting questions therefore about the issue, so I'm wondering how/if I can make the 'sender' a generic account?? Do I need…
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Workflow Approval Question
Hi everyone.. i have a pretty complex smartsheet and I'm using workflow approvals.. I have about 50 different columns, but there is conditional logic on the form - so when someone fills out the form.. sometimes they could only see lets say 5 columns (or field elements). The current automation I have is when the submitter…
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Multiple pre-built Approval Columns not available for selection in an approval workflow
I am building a process that will have up to 6 different people approving an action. I'm building separate workflows to control the trigger as some are dependent on others: 3rd, 4th, 5th will all trigger simultaneously with a field condition and a 2nd approval value of 'Approved". I keep trying to build the separate…
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Reporting on Workflow Automation
Hello, I have several sheets that have quite extension workflows set up on them. Is there any way to produce a report or print the sheet which details each of these workflows? Is this what the Workflow ID can be used for? At the moment you can sort the workflows and then go into each workflow individually to see the…
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Log the date and time a cell changes to a specific value
Hello. I've got a sheet I've developed to track approval of purchase agreements. After an agreement makes its way through the approval process, I have the cell "Final Approval" display the words Agreement Final Approval, and the cell is conditionally formatted to red. The main users would like me to log the time and date…
