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Multi-step workflow vs. Conditional paths
I have a workflow that I want to build that does not stop at the first conditional block it comes to that is true. So for instance, I need to send out an email to various markets once a task is done. So if a task has been done for AU, NZ and IN, I need three separate emails to go out to each market (this information is…
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Remove "send me a copy of my responses" in Approval Requests
The email sent to users when they check the box of "send me a copy of my responses" in Approval Requests includes a link to the internal sheet which doesn't make sense and is confusing to external users who may not have access or full context to Smartsheet. I really hope Smartsheet can consider a feature enhancement to…
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List of Automations that include a Specific Column
We have multiple automated workflows that may utilize a single column. Currently, the only way to know if a column is used in a workflow is either in the workflow builder view or when you attempt to delete a column used in a workflow. It would be awesome to see a list of all automated workflows that are currently utilizing…
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Hi everyone. What template works best to manage production of communications?
We need to produce several types of communications, including a newsletter and communications to various stakeholder groups. I am not finding a great template to help manage the various items. Do you have any thoughts?
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Notification triggered from cell change, but not form submission.
Hello Everyone, I need to send a notification to the user when the "Key Contract" cell changes from "yes" to "no" and from "no" to "yes". However, if a new row is added through a form, I only need to send a notification if the key contract is "yes". I have changed the trigger from " when rows are added or changed" to only…
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Recurring Workflow
Greetings all, I am trying to create a workflow that will send me a notification every 28 days from a date in a specific cell (Start Rent). I want this to continue every 28 days until a date is listed in another cell in that row (Stop Rent). The purpose is to notify me that a Rent Cycle Bill is due for each project. Any…
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Ideas on how to effectively create a new sheet that collects information to update status on another
I am struggling to find other answers on the community for this situation. We are creating a log of all equipment. I am creating a second sheet for when that equipment is removed. When someone submits through a form that equipment is removed, I would like the second sheet to automatically update the status on the original…
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Record the user who last attached a file to a sheet
Good morning! I'm trying to make a work-flow for 1 sheet that has 2 users. I am the sheet owner and I've created a data shuttle that updates all of the rows on the sheet every time one of us attaches a file to it. When we attach a file - it updates a to do list for the week. Whomever is attaching the file is working…
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Moving rows from one sheet to another where both have different auto numbering conventions?
Hello, My organization is using Smartsheet to keep track of contract requests as they are submitted and reviewed. I use a sheet which auto numbers each row with a contract request number (prefix CRF-###). Once the request is approved, I want to have an automated workflow move the row to our active contract tracker and…
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How to not copy child rows using sheet to sheet workflows
I have a sheet with a helper column and conditions set in place to have a row copy to a different sheet however, when the automation runs, it still copies any child rows to the sheet. My workflow is currently setup as: Trigger: When Meeting Topic is checked Conditions: RAID Type is not blank Copy row to new sheet then…