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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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How to create Form/Workflow for Inventory Tracking
I am looking to create a form and workflow that will connect to a QR code to use for warehouse tracking in real-time. How do I go about creating the form and workflow in Smartsheet. The change cells template is not very specific in its functions.
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Merged: Workflow action to copy a cell to another cell on same row
This discussion has been merged.
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Pls Help! Automating Rollover of dates Based on change of a status
Hi Everyone, Can't seem to find much information on this topic can anyone help with the below? Or point me in the right direction. Trying to create an annual calendar with deadlines. The calendar includes Monthly, Quarterly & Annual Deadlines. The idea is that when a team member changes the Tracker column to "Completed":…
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Duplicate Specific Number of Rows
We are giving people the option to say they need multiple of the same request so they don't have to fill the form out multiple times. Is there a way to have smartsheet (or connector) create a specific number of copies of rows? If they said they need 3 of the same request, we would want three line items.
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Question about Layering Workflows
Hi there, I am trying to build a multi layer workflow from an intake sheet that funnels notifications to various individuals through specific conditions - Example here is the list I am working with : If Region VA and Type Operations-Technical - Notify Connor D, Lance K, Kate M If Region OH and Type Operations - Notify Cory…
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Workspace vs Folder , difference ?
Good day, what are the main difference between folder directory and workspace directory ? They look like to different directory type with same functions to me and wondering if im missing some advantages for my misunderstanding Thank you
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Workflow Automation - Activate or Deactivate
Is there any way to achieve Activate/Deactivate the workflow automation via programmatically using python or any Smartsheet API available to do. Have gone through the API documentation and couldn't got anything helpful related to my requirements. Should not open sheet and manually click the activate/deactivate the workflow.
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How to send alerts with link to the sheet WITHOUT sharing changes?
I have a smartsheet that includes automation to alert users when the sheet is updated. We want for emails this triggers to include a link to the sheet, as most users won't work primarily from smartsheet, but we cannot allow users to see the email address of the user who made the change for security reasons, and therefor…
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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
