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Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…
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Is there a way to set up automations based on what "was" in a cell?
As the title states, I'm trying to set up a couple specific automations. I feel like this used to work, but I am running into roadblocks. Is there a way to set up automations that accounts for what "was" in a cell? This option does not seem to be available in conditions. Two examples: How would you set up an automation to…
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Increase Automation Workflow Limit
To increase the number of automations (currently 5) that can be run at one given time/sheet would be awesome. I've been receiving errors from the automations created that are erroring because it reaches the limit of only 5 automations running at one time. Looking forward to hearing back on this idea/request.
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Form Approver sees field name, not label
I have a form filled out and approved by two parties not associated with smartsheets. Testing the application, i noticed that the approver doesn't get to see the same form as the person who filled it out. They see a different form. The main difference is the field names. The approver sees the name from the smartsheet…
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Automagician Badge - how to earn it?
I had tried to submit my input on why I'd like to earn this badge but the site stalled and I can't find the place to do so, again. So here's my input: In our initial sheet I created back in December 2010, we have 55 workflows active that saves me-and other coworkers-a vast amount of time each day. The automated…
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
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Populate Notification Message Header with Information from a Form Contact (email/name)
Is there a way in the automation workflow to have the notification header auto-populate the name/email of the person that has submitted a form? I have a form where individuals have to enter their name and email. When we want to go back to our emails and search for the proof of submission notification, it's generic, and…
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Data Mesh multiple target sheets - Cell Max Limit Error
Hello all, hoping to get some input here or curious if anyone has had experience with this. Currently have a datamesh set up looking at Report (Source Sheet), that sends about 28 columns to 1 Data Processing sheet (target sheet) based off of a UID. This target sheet hits it cell limit a couple times a year and we have to…
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Merged: Workflow to Send Attachments without link to Sheet
This discussion has been merged.
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Is there a way to make a workflow send the contents of a comment to a contact in a cell?
Hello, My team uses smartsheet to track requests that come in via a form. We then use the comments section to log updates or closure information when it's time to close the request. Do you know if there is a way that I can create an automation that will send the comment contents to a contact in a cell? If this isn't…