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Group Rows Automation based on unique column ID
I am looking if there is a way to group rows that share a unique cell (i.e. Quote #) into one parent dropdown. I am wondering as a workaround due to the fact that the "Copy a row" automation from one sheet to another does not update the existing row but rather adds another row for the same quote ID # in this case. We are…
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Pls Help! Automating Rollover of dates Based on change of a status
Hi Everyone, Can't seem to find much information on this topic can anyone help with the below? Or point me in the right direction. Trying to create an annual calendar with deadlines. The calendar includes Monthly, Quarterly & Annual Deadlines. The idea is that when a team member changes the Tracker column to "Completed":…
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Approval workflow - Declined - Request Update -> how to send back for approval?
When you have a workflow that is declined I have request update selected but struggling to figure out how to send back into the workflow approval.
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Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
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Merged: Enhancement Proposal: Business Days in Smartsheet Automation Conditions
This discussion has been merged.
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Send to Teams Chats as well as Channels
I would love if we could connect workflow notifications to group chats on teams instead of just teams channels. For our company, we use the chats much more than the teams channels.
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ServiceNow and Smartsheet BRIDGE integration
Hi, I am trying to bring all records from a table in ServiceNow into my Smartsheet. All field names align and I am able to get the record from ServiceNow but unable to send that data into an existing Smartsheet. I did get it to add one row from ServiceNow but that's only if I reference the row specifically in the Key and…
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Changing display name causing dups?
We have a custom built Smartsheet solution. When it was built the person's full name was used in various places in the solution, used in formula's and automations. What we have discovered now that we are using the solution, is when a person goes in and updates their display name in their settings, from Robert to Bob or…
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Use IF Statement with Contact field
I have a workflow being sent to a user. Now this user may decide to delegate the task to someone else (by forwarding the workflow). Can I add an If statement to my workflow to see if the name in the Certified By is the same name as the TDL Project Manager? If they are the same, I want the workflow to be sent to ONLY the…
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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…