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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…
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Automation - Cancel Update Request Based on Conditional Logic
Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edit the sheet directly. Even though they have fulfilled the function of the update…
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Trying to add form submissions onto a Spreadsheet that has a column of unique randomized numbers
Hello all, I was wondering if someone can let me know if there is an easy way or even a workaround to my issue. I have a list of randomized coupon codes in a column, and I need the form submission to populate the next available row with a coupon code. The issue I have right now is that, I have the column of 500 coupon…
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Merged: Send a form from a workflow
This discussion has been merged.
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Merged: Workflow Automation - Change Cell - Symbol Style Column
This discussion has been merged.
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