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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?
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Automation Workflow Time setting
Hi, I am looking at the feature creating Workflow. I'm wondering is there any way that we could set the time trigger by minute? For now, we can only set up on the hour, however, is it possible to customized the setting by minute, like 2:30pm, 2:45pm? I am asking because when I test the workflow, I can only wait for another…
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Getting an image approved - how to set Approval Status from multiple cells, ignoring blanks
Hello! I have an image production process sheet that at the moment requires 1-3 approvers per image. The images to be approved live in a cloud drive - they do not get attached to the Smartsheet. Basically, when there is a contact email in an Approver cell, I need a formula to check what the Image Approval Status is. Here…
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Include Previous Value in Workflow Notification
I have a sheet that has all of our current projects, and one of the columns is Ship Date. We have a workflow so that some of us are alerted when this Ship Date changes. Currently, we just have the message saying "The ship date is now {{Ship Date}} for {{Job Name}}." Is there a way to include the previous value (date) that…
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Two workflows in one automation?
Is it possible to have two workflows in one? For instance, if someone is filling out our intake form, and they select a marketing tool called "Emma", I want the specific marketing person who handles that tool to be assigned to that ticket and to receive an alert that someone has submitted a ticket for it. Can I make both…
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Automation emails
My teams uses a process to send an email when certain thresholds are met. The recipient of that email is able to respond to the referenced row in SmartSheet. It would be useful for the assigned person to be notified when the recipient has responded. Is this possible?
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Automated Workflow for Linked Cell Copying
I am trying to create a workflow that, when a new row is created, will copy over to another sheet. Also, when that row is updated, I would like for the changes to be automatically reflected in the second sheet. Right now, I have to link these manually, but would prefer to set up the linking in the workflow directly. Is…