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Workflow Attachments to a Non-Shared Recipient
I have a workflow that, when triggered, goes to a recipient not shared to the underlying sheet. Is there a way for that person to be able to see the comments and/or attachments via the email notice without me sharing the sheet with them?
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Sending An Update Request after 30 Days
Hello! I'm trying to send an update request to be alerted during the following time periods: 30 days after the initial row was added 60 days after the initial row was added 90 days after the initial row was added I have an "entry date" field to build off of to serve as the date the row was added. Is there a way to do this…
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Automated email subject line text
So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [title of sheet]:[primary column text] However, when you customize the message, you can assign…
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Workflow prevented from Running
Hi, I created a sheet which will receive various incoming rows from other sheets. And on this sheet I have a Column "Max" with a MIN formula which turns to "Yes" for the Oldest row. And I have created a workflow that moves the row to a different sheet for the row that has "Yes". Once moved the next row will turn to "Yes"…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
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Multiple/Varying approvers for form
Hello, we're trying to automate the approvals process for one of our forms that's currently in word document form. Essentially the form would be signed by different supervisors, deans, and VPs. We are looking to get the form to smartsheets, have the form be able to determine which supervisor, dean, vp it would go to, and…
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Salesforce-like Workflow/Templates
Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner. I'm simply interested in creating a very scaled back, yet similar…
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Sending report link as automated alert
Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A message appears at the bottom that says 18 more rows not shown. Is there anyway to include all rows in the report in the email,…
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Approval workflow validation
Is there an easy way to validate that a request for approval submitted via a form is not approved by the person who created the request? My sheet contains a Contact List column from which approvers are selected. I have tried to validate this entry against the 'Created By' column but this does not match as the contact list…
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Is there a "run now" option that will initiate a Workflow?
If I am setting up a Workflow that depends on a specific action, date, time, etc., and I want to see the results now to correct any missteps, is there a "run now" option that will initiate the workflow? I'm trying to avoid having to set the Workflow with a temprary trigger, watch the outcome, and if it works, go back and…
