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Alert Someone Automation
Hi all, I am attempting to set up an automated workflow for account collections. A single sheet will include cash collections for multiple clients. I have RYG triggers set up to run alerts on the 5th day once and then recurring daily on the 10th, no problem. My issue lies with the contacts. I have separate contacts listed…
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Approval Request Reminders
Does anyone have a workaround suggestion for recording the history of "reminder" approval requests? Approval Requests that are sent again because the previous had no response. Currently, Smartsheet does not record the new "Submit" status when an additional request is sent - i.e., it does not overwrite the existing status…
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Track what was changed in the workflow automation configuration.
I know you can see who made a change to a workflow automation and a timestamp when a change was made. I'd like to see a log to track what was actually changed in the workflow configuration. Is that tracking already available somewhere? Would be a nice to have an event log. Thanks!
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Salesforce smartsheet connector Issue
I'm encountering an issue with the Smartsheet Salesforce connector, specifically with the bi-directional functionality. Despite having the appropriate permissions and successfully creating a workflow, I'm unable to view any data within Smartsheet. However, when utilizing the uni-directional connector (Salesforce to…
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How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will…
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Approval Requests Reminder History
Sending a second (+) approval request after the first has no response should update the Approval Status column history indicating additional requests were sent.
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When a workflow generates a notifaction to an email, is box size always the same?
Use case: An internal team at my company conducts research. Each morning, their most recent findings are sent via workflow to a prescribed set of internal colleagues. There are different topics (AKA Sheets) so some team members receive a few emails each morning. We have noticed that the notification messages are formatted…
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Workflow and Automation Simulator
What problem are you trying to solve? I want to solve the waste of time it takes to test automations from several conditions and actions. Furthermore, the additional accounts that need to be created is cumbersome; just for checking if everything is working properly. The solution would be as followed: Show a macro view of…
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Where has my automation gone?!
Hello I've inherited some sheets from a colleague. When they handed them over, there were a number of automations set up on a sheet as well as a dashboard. Today, I've viewed the sheet. There are no automations and the dashboard is asking me to add my first widget. Where has it all gone?! I've tried the Activity log for…
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Add condition to Workflows related to the presence of Attachments
This is a really simple idea; there needs to be an added option for a condition in the workflow/automation builder that checks for the presence of an attachment. That is a key item for us and currently that functionality, as a condition, does not exist in the product.
