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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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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
Working on multiple projects with tight deadlines, limited resources, or competing priorities? You’re not alone. In this upcoming webinar, we’re teaming up with Clear Digital to share how they manage 20+ projects at once with 50% more efficiency using Smartsheet. Register here! What to expect: Real-world examples of how…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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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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Premium Apps and Workflow Automations Questions
If I make a workflow automation or set up a premium app like Data Shuttle and Dynamic View while I am an Admin under the legacy model, will those Workflows and Premium Apps that I set up be disabled once I get demoted to Viewer under the new User Subscriber Model?
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Viewing an Approval Request is Auto-Declining that Request
I have a fairly straightforward Approval Request workflow that sends me an approval request notification after a customer completes a form. Whenever I click the Open Request button from the email notification and click Approve, I see an error message that the link has already been used. When I check the sheet associated…
