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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…
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Best way to automate sending a row attachment to an outside client?
For each job my business completes, we record the job and all information in a single row. Once the job is complete a report is generated with Smartsheet merge in Google Docs and saved to the specific row for the job which also includes the client's contact email. Regardless of how the attachment arrives at the sheet row,…
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How do I create an automatic updated sheet, that pushes information from other 2 smartsheets?
Team, I know you can do it. I have two databases (same structure, different information), but I need a third that consolidates the two previous. If anything gets added in the sources, it needs to be automatically added in the third. If anything gets UPDATED in the sources, the third needs to get updated.
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Weekly workflow - no longer able to specify day and time?
I am sure I used to be able to do this - but where can I specify the day and time to run a weekly workflow (i.e. to hit the assigned to users emails inbox at 8am on monday mornings).
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Is there a way to automatically copy filtered content from sheet A to sheet B daily?
I have a sheet (sheet A) that is my source sheet, and the content is updated frequently. I'd like to filter sheet A on a particular column, and copy the filtered content to another sheet (sheet B) to share with my users, automatically at a daily basis. Before copy, content in sheet B needs to be cleared. I tried to use the…
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redirection of automation@smartsheet.com to receive incoming emails
I have set up an approval workflow for staff to request IT support from an external provider. A Manager approves the request and on doing so the line is sent to the help desk of the IT company. The IT company has an auto responder email that confirms that have received the request and the email responder starts the…
