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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Receiving multiple emails from single workflow
Good morning and happy Friday! I'm hoping someone might be able to help me figure out why myself and others are all receiving multiple emails when a workflow is triggered. I did recently move this particular smartsheet from Sheets to Workspaces, so maybe that caused an issue? But what's happening is, I have an approvals…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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Datashuttle offload to unique file name or append to file
I see in the existing workflow for offloads that the "action" is replace, can we either have an option to create a new dated file with the date of the execution appended to the name or can we have options to choose to append new data to the export file rather than replace it entirely I would have thought its a relatively…
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Users Submitting From Excel to Existing Sheet
Goal: I'm looking for a way for employees to copy/paste or upload new rows of data from Excel into Smartsheet without seeing the full sheet and ideally without needing a Smartsheet account. Project Overview: I'm building an expense report system where employees submit weekly expenses for review and approval. Currently,…
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Workflow automation alerts that are supposed to include comments are not as of today.
After receiving over a dozen notifications that people are requesting access to a sheet after receiving notifications about a rejection I did a little digging. Comments are used to give the rejection reason so users can correct and re-submit. As of today, the comments are not being included in the notification. It is not…
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Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.
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Merged: Automation of Copying Rows
This discussion has been merged.
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Send to Teams Chats as well as Channels
I would love if we could connect workflow notifications to group chats on teams instead of just teams channels. For our company, we use the chats much more than the teams channels.
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複数人の承認フローについて
経費申請用のシートを作成予定ですが、1度の申請で4人の承認が必要です。 A、B、C、Dの承認者がいるとして、A～Dまでの順番で承認フローを作成したいです。 具体的には、「承認申請」をオンにすると、「上司の承認」列が「送信済み」となり、Aが承認すると「承認済み（1段階）」としたいです。 その後、「承認済み（1段階）」となると続いてBに承認リクエストが飛び、「承認済み（2段階）」の順番で、最終的にDまで承認を回したいです。 申請者→A、A→B、B→C、C→Dの４つのワークフローを作成しましたが、「承認済み」のプルダウンが正しく作動せず、Aが承認しても「承認済み（1段階）」が選択されてしまいます。…