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Day based Reminder
Hi there ; İ would like to set a workflow as below ; how can i manage ?Could you help me pls i have a date column named "date" and i have one more column named " material" ; i want that system will send an alert according to below rules : --Alert will start 2 weeks later from date column --İf material column is blank send…
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Dynamic Dates
Hello, I'm working on a workflow where the time to complete a task within a project is static but the dates we start the project are dynamic. Is there an easy way to program that? Example below... *Project A starts on 1/1/2022* Task1 = 3 months to complete so the due date is 4/1/2022. Range = 1/1/2022 - 4/1/2022 Task2 = 3…
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Understanding "When rows are changed" workflow
I have setup an automation that copies a project row to another sheet when the project phase is changed to Waiting to close. The copy is working but it's creating duplicates and I'm wondering if it's a bug or I am misunderstanding how the function works. Based on the wording I would expect this Workflow to trigger when the…
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Linking Information From One Sheet to Another
I am trying to link two sheets together. The user will input information in a new row of Sheet #1 and I want that information to appear in Sheet #2, which has all of the same columns as Sheet #1 and more. I tried to cell link the sheets together, but I found that I couldn't cell link empty rows together so this solution…
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Automated Workflow Condition was not met but workflow executed
I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Disposition listed below. Is there a limit on the number of conditions in an automated…
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Request for Update - Set Expire Date/Days
We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is managed in a a master sheet: Master sheet is a two-week (14days) schedule Planning for new…
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Automated Workflow - Task Complete
I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to…
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A workflow has become invalid
Hello, I need some help here. Here is a message I receive I have a condition in "Phase 3a" workflow that triggers a comment written in a given cell. Ideally I’d like a date to also be recorded while triggering this comment but it doesn’t seem possible as the desired field doesn't come up in the action drop down list. To…
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Sales pipeline with sort (need child/parent row stays together)
I have a sheet that has child/parent rows and which I can sort by dropdown list order (see below pics) So here are my questions: 1.) how can I have a report where it only shows the current user AND that the child/parent row are together when sorted in the report 2.) I want the sort to be "sort by dropdown list", is that…
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Send Email when any Cell except 1 changes
Hello, Is there a way to send an email when any cell except one changes? I have a field called job status. I need it so that if any field except job status is updated to send an email. What would be the best way to go about this? Thank You, Douglas