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Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
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Record Date workflow is not working if trigger is more than 2 level of trigger,
Dear Team, Is there any limitation about trigger clause "When", I have scenario which has 8 level of approval. once it's approved i am capturing date as approved data for each approval. kindly check screen shot of approval trigger. Need your advise for below. based on condition i am capturing date. Is it correct way ?…
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Workflow Best Practice in Smartsheet on below scenario
Dear Smart Team, I hope all are doing well. I am having below scenario of workflow with 7 to 8 level of approval. 1) Scenario 1, Type in (A, B, C) This workflow is requires 1 verification and 7 Approval (1,2,3,4,5,6,7) 2) Scenario 2. Type in (D, E, F) This workflow is requires 1 verification and 6 Approval (1,3,4,5,6,7)…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
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Move a row form one sheet to another in a different workspace
Hi I am trying to move a row from one sheet to another in a different workspace. I am the owner of the original sheet and I am the owner of the destination sheet and workspace. Is this possible as nothing comes up when o search for the sheet I want to move to.
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Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that. Thanks.
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Merged: Advanced Capabilities for Notifications/Automated E-mails
This discussion has been merged.
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Move Rows Action Not Working
I have a workflow that triggers on the 16th day of a month to move all rows to a different grid. There are no conditions whatsoever on the workflow and the destination has identical column names. There are roughly 12,000 rows and 33 columns. I received an automated error message via email that said: "One or more of the…
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Trying to set up Corrective Action system using smartsheets
My company has been using smartsheets for order tracking and data reporting, but I'd like to try to use it for our corrective action system (we are AS9100). Currently we just use a controlled document to gather all of the data and put it in a folder that's manually created on sharepoint. I want to create a sheet to track…