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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?
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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…