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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
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Merged: Automated workflow from reports
This discussion has been merged.
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Data Shuttle + Data Table: Move Row Repopulation
I have a large Data Table that gets fueled daily with fresh information. There is a 'KEY' column that uniquely identifies each ROW of data. Using a Data Shuttle, I am fueling a regular sheet with only SOME of the data from the Data Table. Unfortunately I cannot find a way to filter the Table with ANY (and) ALL logic. What…
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Search by workflow name or id?
Hello Smartsheet Community!!! Is there a way to find a specific workflow by name or id? Currently I have to scroll thru ~80 workflows to find the one I am looking for. Ty!!!
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Tracking specific changes in a project plan to second sheet for reporting
We have many project plans that are in our portfolio and I want to be able to report from each project plan when a CHANGE is made for only three fields of the many that are on the sheet. The fields are in the sheet summary and then in a formula in the first row of the project plan for reporting purposes. My goal is that if…
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How to automatically update text every week?
Hello, So I have two columns: "Date Week Ending" that lists the last Saturday of each week and "Reference" that lists an X value. I want to have the X value appear for the PREVIOUS week ending date when my current week starts. For example, if today is 9/9 then I want the "X" value to appear for the week ending date of 9/7.…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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SmartSheet Data to Excel Macro OR Any Alternatives?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Merged: Save Draft Automations/Workflows
This discussion has been merged.