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Group automation workflows on sheet
Hello. I have an approval sheet with 11 categories. Each category contains automation workflows with between 5-7 steps each. My workflow window is very messy and complex. Is there a way to group each category of workflows into a "folder", or some type of set? If I can do this, is it possible to clone an entire set of…
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Create Workflow with 3 different conditions and actions
I am trying to create a workflow with 3 conditions, each having a different action. Is this possible? In my first attempt I set them up just one after another but only the first condition/action combo is working and I am not sure where to go from here? To try and clarify what I am trying to accomplish see scenario: I have…
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Master work-flows in JIRA?
From what I can make out, I can only have a 1:1 for work-flows and sheets, and not a master work-flow which can be repeatedly used across all new sheets created. Is a master work-flow possible?
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How to automatically copy the approved documents into another grid or sheet?
Hi, I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"? Please lead me to an idea like formulas, automation…
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How can I compare two date columns in an automated workflow?
Hi! I want to create an automated workflow which copies rows where two date columns are not equal to another sheet, how can I do this?
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How can I set my approval workflow to sent a copy of approval request email to me as administrator?
Hi, I have a approval workflow who sends approval request to the managers. But our corporate email sometimes treating it as clutter email and the manager is having difficulty to find the emails from automation@smartsheet.com. And to fix that, I want to have a copy of the approval request email so that If they lost the…
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Workflows in a TEMPLATE folder
Hi, I have workflows setup on a sheet in a folder where rows are getting copied over to another sheet in the same folder. If i make a new COPY of this folder, the workflows in the new COPY still point to the old folder sheets. Is there a way where a COPY OF FOLDER retains the workflows but point it to the newly created…
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Parent row workflow issue?
I have a workflow that automatically sends approval requests when I change the status of a row. I've just created a couple parent rows, but the the workflow is not applying to them when I change their status. Any idea why this might be?
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Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?
Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email address". You are going to want to say "let users check their Spam folder" but my workflow emails are…
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Alert someone Workflow - Company Group Email Address
Through our company Outlook, we have a few group email addresses. When an email is sent one of these email addresses it distributes the email to the people who are set up in the distribution list within Outlook. Since you cannot alert a Smartsheet group within a workflow (I've submitted an enhancement request already!) we…
