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Approval Request - Error Message for Contact in Cell
I am trying to set up an approval automation for my Smartsheet for a contact in a cell. When I try and use the contact column I get the error message "please select at least one column that is not a comment or attachment". Also shown in the image attached. There are attachments and comments on most rows, but this hasn't…
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Equipment inventory log
I am trying to create a workspace with multiple spreadsheets that will transfer rows back and forth from one to the other automatically. I have a sheet for inventory, one when the equipment is assigned to someone, and another to archive any movement. I have a form that they fill out when assigning the equipment out which…
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How to Assign People from another Contact Column
I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else. So far I've found that the "Assign People" automation…
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Export Excel sheet and email as attachment workflow
Hello, Is it possible to create a workflow where it exports the data to excel and emails excel as an attachment to an email?
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Merged: Implementation of Data Shuttle-Workflow Folders for Enhanced Grouping
This discussion has been merged.
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Workflow workaround or product enhancement?
Hi everyone, I'm trying to create a multi-action workflow where a document is generated and then an email is sent with that document attached. I'm trying to sequence it in such a way that the attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…
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Smartsheet Metric Sheets Historical Reporting Help!
Hello! I have a use case I need some help with. I have a user who needs to create some reporting which basically takes a 'snapshot' of data at a given time, and then uses that for historical reporting in the future (e.g. total number of employees for a given week, then tracking that over time) See Screenshot for example…
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How to set up recurring task schedule for Payroll team?
Hello all! My company's Payroll team is seeking a task management solution to help them track recurring to-do's related to payroll processing. We are on a 24 period pay cycle (15th and last) and there are some tasks that need to happen every cycle, some that happen periodically or annually, as well as one-offs. They'd like…
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Automatisierungs-Workflows: Benachrichtigungen
Ich habe mir einen WF gebaut der mich bei Änderung einer Ampel informiert. Ändere ich zwischen zwei Speicherungen in 8 Zeilen die Ampel erhalte ich auch 8 E-Mail Benachrichtigungen. Ich möchte die Info über die Änderungen jedoch in nur EINER Mail erhalten. Eine stündliche/Tägliche Benachrichtigung ist nicht möglich.…
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Merged: Enhance Dynamic View with Grid, Calendar, Board, Gantt, and Card Views
This discussion has been merged.
