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Move Row/Copy Row Automation flowchart
Hi Smartsheet, I'd like to have a high-level Smartsheet view that shows, in a visual, the "Move Row" and "Copy Row" automations from one sheet to another. This would be extremely handy when communicating to management or onboarding new employees to existing Smartsheet processes. Additionally links directly to the sheet on…
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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…
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Identifying the owner of a row has changed and sending an alert
Hello I have a risk register where each risk (row) has a specific owner (named contact). I want to trigger an alert (workflow) when that owner changes. I've tried building a workflow, but it's triggering when any value in any cell changes. How can I refine this to trigger only when the RIO Owner changes to a new value?
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New Comment/Attachment Alerts
Hi all, I created a workflow to send a notification if a new comment or attachment is added to a ticket. We have a ticket "Requestor" and then an "Assigned To" user. I have the workflow alerting the Assigned To user a notification if a new comment/attachment is added to a ticket # (row). Is there a way to filter or edit so…
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Send upbatched workflow update requests OR allow saving of each request separately
The inability to send unbatched update requests is something our org needs. Right now I can't send a workflow on a daily basis requesting a cell update because I need to include a placeholder. Putting those tags in the email would prevent batching, but also prevents me from running the workflow on anything except "when…
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Automated Workflows - Copied rows to another sheet (data accuracy
Hey there, QQ - When I create a workflow to copy a row to another sheet (Sheet B) when a trigger was triggered, as the data changes in the original sheet (Sheet A)...will the date in sheet B continue to be refreshed? In other words, I'd like to copy rows over to another sheet, but want to make sure any future changes in…
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Send Notification on New Value in Dropdown
I have a sheet with a dropdown list field where "Restrict to list values only" is off. Is there a way to set up a Workflow that always triggers when a value not currently in the list is entered? I know you can create a condition for the field "where <field> is not one of" and select all of the current values but the…
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Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
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Reporting for Workflows - Unrestricted recipients
It would be beneficial to have a feature that allows for the creation of two types of reports: one displaying all recipients involved in unrestricted workflows, and another showing all active workflows. This is important because there are scenarios where users need to send notifications to an email or domain without having…
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Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
