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Email Limitations for Email Alerts?
Is there a known bug that prevents email alerts from being sent to a generic or non-individual email? I have a workflow set up where the final step is that an email alert goes to a one of our office services staff for each office depending on the input from the form itself. For example, if the attorney is in the NYC office…
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Add logic to a form on workflow automation
Hi there, In forms, we are able to add logic to the form so that is a value is selected, an additional field appears or not depending on that logic. (e.g. we have a field that we ask "Yes or No" - if answer "Yes", nothing happens, if answer "No", then a new section will appear asking "please explain why". In automated…
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Automatically Copy Rows when condition is met
I am trying to create a workflow using the copy row feature when a particular condition is met and its not copying. I am the owner and the admin on both sheets. One of the things I'm trying to do is when I am assigned a task, I want to to automatically copy the row to a different sheet from where I plan to track tasks…
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Do formulas work in Workflows?
Do formulas function in Automated Workflows by any chance? I have an AV Maintenance Sheet that is populated by a Form. Each row is a new record of a Room test. If a Room is checked and Fails, and the same room is checked again at a later date and passes; I am trying to ultimately move the older row with a Failed status to…
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Changing an older cell based on criteria from a newer cell
Hello, Looking for a little assistance with a formula (or workflow), if even at all possible. I have a row of data with a Date, a Room and a Status of “Conditional Pass”. When that same Room gets checked again at a later Date, has a Status of “Pass” and a new row is added, is it possible to change the original Status entry…
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Transfer/Copy workflows between smartsheets
Hello, Is it possible to copy workflows from one Smartsheet to another (similar) one ? Thanks. Regards 😊
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Values are missing when creating a condition in an automation workflow
Hi - I am trying to create a 'Request an update' action on a workflow, but when I try to create the Condition and select the appropriate values, not all values are available to be selected. Only 4 of the 6 values are available.
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Update Request Automation - Single v Consolidated messages
Hi, Hoping someone can shine a light on how update request notifications work. I have a list of projects in a sheet which I would like the owners to provide weekly updates for; some have multiple owners, other tasks have only one owner. I've set-up a few automations to test the different messages owners would receive but I…
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Salesforce multi select picklist
Hi, I am trying to create a Workflow between Salesforce and Smartsheet and have mapped few multi-select picklists. When trying to sync data I am getting an error message. ( Smartsheet REST exception occurred. Error code: 1235. Error Message: Value is not supported for this column type. Use objectValue instead.) , I am just…
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approval when a row is marked complete
I am trying to add an approval when a specific row is marked complete. I do not see a way to do that. I want to add sign-off of a phase when the milestone is complete (eg. Task = QA complete Status = complete) Is there a way to do that?