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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Simultaneous Update of Project and Review Sheets, for Non-Existent Projects, with one form
I am part of a Solution Architecture department that uses Smartsheet to track project reviews. Our workflow involves two Smartsheet sheets: a Master sheet for basic project information (project name, ID, contacts, status), and a Review sheet for detailed review data (review ID, review name, review type, project name, and…
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Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.
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JIra-Smartsheet Connector
Hello All Just trying to figure out it if it is possible to create a Smart sheet workflow from Jira Cloud to smart sheet and within the workflow only connect it to a single ticket or Epic. We do not want it to pull the data in from the entire project. It is a Jira Work Management. Trying to figure out if there is an option…
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Workflow for After Hours Tickets
Hi all, I currently manage our support tickets smartsheet and live on east coast. I have a team member who lives on West Coast and I want to create a workflow to have any tickets submitted between the hours of 5pm EST and 8PM EST sent to him with a notification. Currently, I am capturing the date/time ticket is submitted…
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How to divide single request with multiple contacts to individual requests.
Does anyone know how to take a single line, with a single multi-select cell, and have that line parse/delineate/divide in to individual lines, either through a formula or an automation? Scenario: we are receiving schedule block request for team, and multiple people may be on the block request, therefore we have multiple…
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Needing Two Timestamps in One Smartsheet
Hello, Can someone please assist with having two timestamps? I need to have our "Timestamp" in the first column when the customer submits a quote request, and another timestamp in "Arista Timestamp" (with date and time) of when "Quote Request Sent To WWT?" changes to "Yes". Right now my workaround is to have it record a…
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Is it possible to pull data from rm.smartsheet.com to smartsheet.com automatically?
Hi, We're trying to automate reporting, to prevent having to manually download data from rm.smartsheet.com and edit in different programmes e.g. googlesheets. Is it possible to automatically pull data from rm.smartsheet.com into smartsheet.com, which then feeds into a project dashboard in smartsheet.com? The only benefits…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
