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Request Approval Workflow Help
Hello! I am trying to set up an approver workflow where after the GM or Director email is entered, it sends the trigger to that specific email to approve or deny the request. When I'm setting up the automation, I used option "Select contacts in a cell" hoping that I could choose the column with the GM email in it since…
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Alert Someone, shared to sheet as editor, viewer etc
At the moment in a workflow, the Alter Someone allows it to be sent to every shared with the sheet. It should be possible to choose whether its all, or just admin, editors or viewers.
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Merged: Alert Someone should support Resource Groups
This discussion has been merged.
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Automation: "Copy Rows to Another Sheet" Isn't Working
Hi, I am the owner of a project that has several Smartsheets. When someone (owner/admin) changes the "Status" column to "Req. Not Met," I want the row to copy to another Smartsheet. I set up this automation. Then, I updated the "Status Column" (in five rows) to be"Req. Not Met" and saved it to trigger the automation. Next,…
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Conditional formatting for dates that are X amount of time in the past
I have a sheet where I would like one column of dates to be conditionally formatted to show if the date is greater than 5 years in the past. For example, once a record is greater than 5 years old then it must be archived. We would like to easily see when this occurs or be able to create a workflow to move them to another…
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Why does the entire sheet copy instead of just row?
I have set up an aumoted work flow- so that only rows check for at risk will get copied into another sheet. Instead the entire sheet is getting copied there. How do i restrict to rows only?
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Prevent users unsubscribing from automation workflows
It should be possible to prevent users unsubscribing from workflows as these can form part of a process notifying users or work/tasks etc. These users have been setup, they have not subscribed so they should not be able to unsubscribe.
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Update Sheet/Cell via e-mail
Is there a way that a cell/sheet can be updated from an email? In my search, some seemed to think that a sheet is related to a specific email address, that when emailed with the correct format to declare column/row/cell, the chosen contents would end up on the sheet itself. Is this possible?
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Workflow not triggering emails for multiple rows
Hello, I have a grid that I am using to trigger emailing forms to other parties to collect data. I am using a Y/N field and a workflow to trigger the email. When "No" or "blank", nothing happens. When moved to "Yes", the workflow grabs a link from another cell and sends the email with the link to the form. This works fine…
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Master Sheet with Thousands of Rows
Hi All! I have multiple sheets that are tied to specific team members on my team. Each sheet has the same columns. I'm currently trying to see if there's a better way to organize this data. Right now, 12 sheets are managed individually by each team member and then when a row is resolved, it gets moved to a "resolved"…
