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Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…
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If I create an automated workflow on a sheet, can that be automatically copied to multiple sheets?
Or, will I have to manually add that workflow to each sheet? Background - I want to set an automated workflow reminder whenever a date is past due. Easy enough. However, we have 73 individual Project Manager sheets that I need to create the same workflow for. I would prefer not having to open 73 sheets and manually create…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
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Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
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Data Shuttle is not finding all columns in the source sheet
I am trying to use data shuttle to upload data from an excel file in SharePoint but when I get to the mapping part, the column names are completely different from the source. Almost as if it is not pulling the data from the sheet I specified, but a different one. I am using the second tab of the excel sheet and some of the…
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Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…
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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Why does my target sheet not show in search?
I'm trying to copy a row from an original sheet to a destination sheet. However, when I try to select the destination sheet, the search returns no sheets: I saw that both the original sheet and the destination sheet must be shared with Admin/Owner status. This is the original sheet: And this is the destination sheet: Why…
