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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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Why is workflow triggered on out of date data?
I have a Workflow running despite condition not being met. This is a NEW behavior in a workflow that has been running unmodified for at least 9 months. (Maybe even years) I have seen this occur several times in the last few weeks. Trigger: run every Tuesday and Friday at 3:00 AM Condition: "Status" column is one of:…
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Why is my renamed sheet not being recognized in the automation sheet lookup?
I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…
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Report Creation tool within a sheet
One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a…
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Merged: URL Shortener for Long SmartSheet Links, w/ Custom URLs
This discussion has been merged.
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Can you re-trigger an approval workflow?
I have a couple different scenarios that I've run into. The first is that the end user is saying that the approval request isn't coming to them, so they can't approve anything. The second scenario is that the approval goes to a person that they wrongly identified and we need to re-route the approval to the appropriate…
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Merged: Increase Row Limit in Worksheets
This discussion has been merged.