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Approval workflow
Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.) When any action above is performed only by specific email addresses. (Problem #2:…
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Would Like to Copy a value from one location to another weekly
Hello! I have 2 sheets SHEETA and SHEETB. SHEETA has a ton of data in it and I want to take a value from one cell inside or the sheet summary it and copy it weekly to another sheet. I know I can copy rows but that is not an option for me. Is there another method I could utilize to automate this?
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run workflow to push past items
I setup a workflow to copy items to a new sheet once the "meeting date" is in the past. I already have items on the sheet that are past these dates. Is there a way to run a workflow now so that dates already in the past get moved? I did not see a "run workflow" option. Last time, I have to change the dates to future and…
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Lock Cell until conditions are met
Hello, I have a checkbox column called Ready for Production which notifies the relevant persons when an item is checked and ready, I would like to lock or leave cells on this column empty until a number of conditions are met, the conditions are; Drawing Status Column is A - Approved or B - Approved (with comments) Site Dim…
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Automated workflow change cell not trigerring
Hi all, I am trying to set up a workflow in a very basic way in a Smartsheet. Basically that would be: When the tickbox is cheched in a field called "done", then change status to "closed. Despite all my efforts the status field remains the same. I am attaching a workflow configuration screenshot: Thanks for your help !
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Is there a way to combine approval responses into one "approval" column?
When someone puts in a request, I am sending an approval to one manager or the other based on a field input by the person creating the request. Ideally, I'd like the approve/decline response to be in the same column, not have to have two separate columns, because the responses are all going to one source after the…
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Daily Email Notifications - Send Time?
I've set daily notifications for automated workflows. What time do those daily notifications send? We have users in U.S. and Asia, so I would imagine they would receive daily notifications at different times based on their Time Zone settings?
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Automation workflow: "Too many actions"
Hi there, I got a message from Workflow design workspace stating: "Too many actions" Would you know exactly what limit I've reached that triggered this message ? I can count 34 conditions - is this a limit ? I believe there are 75 actions - counting an email notification to 5 users as 5 actions : is this a limit ? Thanks…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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Approval Workflow
It is possible to redirect the approval if the approver was on leave/holiday? And is there a way as well once the request was submitted to the approver he/she can choose the next approver?