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Mapping Diagram/ Export Documentation of workflows
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…
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Organize Automated workflows
For sheets that have a ton of workflows (50+) it would be nice if we could organize the workflows in more ways than currently offered. I have to scroll for quite a while to see all of the workflows and it is easy to miss the one you're looking for. Could there be another way to view, single lines with pertinent info?
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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Issue with 'Move Row' Automation
I have a Risk Log with the 'Move Row' automation. The intent is to move rows on the 1st of each month if a risk is closed and the 'Date Closed or Resolved' is more than 2 years ago. When the automation ran recently it moved a closed risk dated 12/12/24, which shouldn't have moved since it's not more than 2 years ago. Does…
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Workflow and attachments function (version control)
I have a workflow with approval request for several approvers in sequence. The email notification to the first approver shows several selected fields including the attachments. As the first approver has "editor" rights to the SmartSheet, this person will also have the option of "Upload Files" through the approval request…
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Workflow and attachments function (version control)
I have a workflow with approval request. The email notification to the approver shows several selected fields including the attachments. As the approver has "editor" rights to the SmartSheet, the approver will also have the option of "Upload Files" through the approval request email. Which is great. However, SmartSheet…
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Best Practice: Automatically Lock Rows After Status Changes?
Hi everyone 👋 I’m working on a workflow where once a task is marked “Completed”, I’d like to automatically lock that row to prevent any accidental edits. I know you can manually lock rows or use automation to change values, but is there a native way to auto-lock a row after a specific status update? Or is the only option…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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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…