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Weekly Workflow Notifications Across Several Sheets
I am pretty certain I know the answer to this question, but want to check with the community! I have a portfolio of sheets that all follow the same structure, but they are segregated by specific client. If I have workflow on each one to send a weekly notification update based on specific criteria. Will I receive a separate…
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Workflow: Request Update Form
Hello, For the automated workflow - request update option, if I have this sent out to more than one person to complete and they both leverage the linked form from the automated Smartsheet email, how does Smartsheet intake that information? Would it create two entries or combine into one? This would be for a weekly status…
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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…