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How can alerts show everyone who is copied on it?
Hi there, We are using the alert workflow for our invoicing process. In our process, we don't have any one who has to actively approve anything, so that's why we don't use the approval workflow. However, certain people need to be copied on the invoice requests to AP. I've set up the alerts, but unfortunately no one can see…
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Move Row w/ Formulas
I have 3 sheets that are being used in tandem: Sheet 1 Registration Data Sheet 2 Travel Requests Sheet 3 Cancelled Registrations Sheet #1 has a "registration status" field (dropdown). This field is being pulled into Sheet #2 by using an Index/Match formula. If the registration status (on sheet 1) changes to cancelled, I…
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Workflow Trigger Timing?
Does the workflow trigger activate when the sheet is saved (manual or auto) or is it when the actual change to the trigger field occurs? I am presuming the sheet has to actually be saved for the trigger to activate. Appreciate your feedback.
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Group automation workflows on sheet
Hello. I have an approval sheet with 11 categories. Each category contains automation workflows with between 5-7 steps each. My workflow window is very messy and complex. Is there a way to group each category of workflows into a "folder", or some type of set? If I can do this, is it possible to clone an entire set of…
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Create Workflow with 3 different conditions and actions
I am trying to create a workflow with 3 conditions, each having a different action. Is this possible? In my first attempt I set them up just one after another but only the first condition/action combo is working and I am not sure where to go from here? To try and clarify what I am trying to accomplish see scenario: I have…
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Master work-flows in JIRA?
From what I can make out, I can only have a 1:1 for work-flows and sheets, and not a master work-flow which can be repeatedly used across all new sheets created. Is a master work-flow possible?
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How to automatically copy the approved documents into another grid or sheet?
Hi, I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"? Please lead me to an idea like formulas, automation…
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How can I compare two date columns in an automated workflow?
Hi! I want to create an automated workflow which copies rows where two date columns are not equal to another sheet, how can I do this?
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How can I set my approval workflow to sent a copy of approval request email to me as administrator?
Hi, I have a approval workflow who sends approval request to the managers. But our corporate email sometimes treating it as clutter email and the manager is having difficulty to find the emails from automation@smartsheet.com. And to fix that, I want to have a copy of the approval request email so that If they lost the…
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Workflows in a TEMPLATE folder
Hi, I have workflows setup on a sheet in a folder where rows are getting copied over to another sheet in the same folder. If i make a new COPY of this folder, the workflows in the new COPY still point to the old folder sheets. Is there a way where a COPY OF FOLDER retains the workflows but point it to the newly created…