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AI-step in workflows
Imagine you have a sheet with three columns. E.g. Notes, requirement and rationale. The notes field has no constrains, the requirement column is intended to contain the requirement extracted from the notes column and the rationale the motivation for the requrieement. For this kind of scenario it would be useful to use AI…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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STATUS UPDATE - Based on Date
Hello, I want the process wherein once we click on the task status for example: In Progress then start and end date are added, time time line status will read it immediately if it is "ON TIME" or "DELAYED" based on the end date. If we click on the completed - and the end date is not yet on the past, then it will ON TIME -…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Approval workflows | Missing approval button in the approval email
Dear Smartsheet Community, We created an approval workflow that was working well. Recently, we noticed that when an approval request is triggered, the YES and NO buttons in the approver email are missing. Initially, we suspected this might be due to the new Outlook system, but our tests ruled this out. Has anyone…
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Date Based Workflow Notifications
Hi All, I need to create a workflow for a simple alert notification based off an employee's hire date. There is a column with the date for each employee listed. I need the alert to be triggered at the 85 day mark. I know there are pre-set time frames (60 days after, 90 days after etc),but was wondering if there is a…
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Automated reminders are coming from users instead of Smartsheet Automation
Hi all, I have notifications set up to come from Smartsheet Automation, but when the notifications are sent, they seem to be coming from users (I assume the triggering user). Any ideas? How can I fix this? Thanks.
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Merged: When Copying or Moving Rows, Let us Choose Which Columns to Move Don't Just Default to All …
This discussion has been merged.
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Email buttons for approving or rejecting
Can we include Reject/Approve buttons in the email notification itself, instead of having to click on ('View Request')?
