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Best Workflow for tracking tasks and reporting
I am using Smartsheet to accept requests (using a Form) to upload a video and get captions generated then share the links and other details with the requestor once the tasks are completed. This process involves several steps over a period of time (and a few different people). I have an input form that populates a sheet…
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Auto-Delete rows X number of days after these rows have been added on Smartsheet
Hello, I would like to create a workflow for automatically deleting rows X number of days after these rows have been added on Smartsheet. For e.g. I would like to delete any row that has been on the Smartsheet for 15 days. Also in general, does Smartsheet allow for conditionally deleting rows? Any ideas on how I could do…
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Automation Flow : "when a date is reached" -> not working!
I have tried to modify this automation flow numerous time. The goal is to send every week (ideally; Friday, in the morning) a message to all shared users on a sheet to enter the # of hours spent on a specific topic. I have tried to adjust this workflow multiple times; each time that I wasnt getting notified by email (nb. I…
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Can a workflow be designed to reference a data field in another sheet?
I am playing with the idea of creating a master reference sheet and using that as a cross reference for another. For example, I would have a master list of all leaders by geography. I am curious if I can devise a workflow based on selection of a geography (ie: USA) in another sheet, to send a message to the corresponding…
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How can I get a list of collaborators with editor access?
Hello, I want to send an update reminder to people who have access to a sheet but only to those with editor access. There is a workflow to send reminders to "everyone shared to this sheet" but I only want to send it to those that will be able to edit (exclude viewers). Is there a way to get the list of editors shared to…
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Workflow Automation Process
Hi Team, I have the following process: Monthly form is sent for inspections. A reminder should be sent to the inspectors to complete form, once they complete the form, the reminders should stop until next month. How can I automatize this process? I have think about different way but they are too complex and time consuming.
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Issues setting up approval request.
Hey - Beginner here. I have began using SS and everything is great however I am completely stuck here. Everytime I go to setup an approval request it seems to not read my selections or something on my end is missing. Has anyone else ran into this?
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Update Status in task list after form submission
Hi Guys, How can I update the status of a task in a task list after submit a form? I just see move row and copy row, but I there is not an option to update a specific record for in a sheet. Is this possible? If yes, how could I do it? Thanks, Andrea
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Forms - Workflow to track submission
Hi, Is it possible to populate an existing row using forms? The idea is we have two existing columns (Customer and Due date)and the rest are from the form. If no reply has been made past the due date, a workflow would automatically send an email to the recipient reminding to complete the form. The problem is, form…
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updating cells without loosing easy overview of historic data - how to?
We have a list of customers, where the invoice changes from month to month according to use of specific items. Example: Customer A will in January pay for 2 item Y, 0 zero item X, and in February pay for 3 item Y, 0 item X and in March pay for 1 item X, 3 item Y. Q1: Is it possible to have the customer update this…
