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Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.
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Including Images in a Workflow Automation
Hello Everyone! I am creating an automation and am aware that an image cannot be included in the body of an automation email. However, I opted to have the image attached to the workflow email by including certain cells. The issue I'm running into is that when the image is attached to the email I am getting the following…
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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
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Determine follow-up date that will trigger Workflow
I want a date to populate a field that will trigger a follow-up workflow. My criteria is: If the certification Complete is GREEN, this date can remain blank, as no follow-up will be sent. If the certification Complete is YELLOW or RED, the Manager has either partially completed (yellow) or not completed at all (red). The…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Report showing Item entered Fail, but not Pass
Hello all, First time posting here. I'm using forms to populate sheets with data on quality inspections processed. I'm looking for a way to create an ongoing, active report of units (which are identified uniquely with a serial number) that are awaiting fixes. Currently I submit a form for the initial "Fail", then submit a…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Is it possible to copy a workflow in the jira+smartsheet connector?
Hi all, Have completed all testing of forumulas in a project we kicked off. Now I want to make that workflow bi-directional between Jira and Smartsheet. I've read you cannot change the workflow, but is there a way to copy a workflow? Thanks in advance.