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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
Working on multiple projects with tight deadlines, limited resources, or competing priorities? You’re not alone. In this upcoming webinar, we’re teaming up with Clear Digital to share how they manage 20+ projects at once with 50% more efficiency using Smartsheet. Register here! What to expect: Real-world examples of how…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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Premium Apps and Workflow Automations Questions
If I make a workflow automation or set up a premium app like Data Shuttle and Dynamic View while I am an Admin under the legacy model, will those Workflows and Premium Apps that I set up be disabled once I get demoted to Viewer under the new User Subscriber Model?
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Automation fail, and sheet repopulates old data
I am trying to move a line from one sheet to another. I create the automation, run it and test it and it works fine. I submit a request, click acknowledge, and it moves it to the desired sheet. Then I get an email that says the automation is broken and about 50 lines auto populates old data back onto the sheet I am…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…