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To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
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Automation to Auto-Collapse a Row
It would be great if you could set up an automation to auto-collapse a row based on a status or a date that is in the past. I use a grid and calendar to breakdown payroll deadlines and reminders for a whole year and the sheet can get pretty big so having a rule that will auto-collapse rows when something is completed or…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…
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Syncing Microsoft Outlook Calender with Smartsheet Calender
Hi, I'm using Microsoft Outlook Calender for Work but I'm wondering is there any solution to sync my work Microsoft Outlook to Smartsheet Calender ? Meaning we send event invitation from Microsoft Outlook to my Smartsheet Calender and update in my Smartsheet calendar.
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Merged: Workflow Name & ID Search Capability
This discussion has been merged.
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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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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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CLOSED 🧠Automations Team is Looking for Research Participants! 🧠
Hi Community members, Our Automations team is looking to better understand how you manage and make sense of the automation workflows behind your projects and processes. No preparation is needed — and if you're selected for a session, you’ll be compensated for your time. If you're interested, please fill out this form, and…
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Merged: Log automated workflow actions on the Activity Log
This discussion has been merged.