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Workflow Notifications not working as expected
We have a process where someone should perform some checks every 3 days and use a Smartsheet form to fill out the results. We want to send a notification if those checks have not been done in 3 days. I created a helper column. When the form is submitted the value is true. I created a workflow that if the Date completed of…
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How to manage rolling content updates
I have a sheet that is accessed by many reporters. Each of the 500+ row is cleared with a checkbox to indicate it can be sent through to a Power BI report. If the box is unchecked, that content is removed from the next report refresh. Can you suggest the best way to set this up so that the report continues to show…
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Automated Workflows to retrigger after decline
Hi Team, The Requestor/ initiator is not someone who would have access to the SS tracker. The person would simply update the required fields and submit the form for next step of approvals. I have build the form for 4 approvals levels and it works fine when each level just hit APPROVE and not decline. However, if one hits…
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Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
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Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
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Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
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Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Why does my target sheet not show in search?
I'm trying to copy a row from an original sheet to a destination sheet. However, when I try to select the destination sheet, the search returns no sheets: I saw that both the original sheet and the destination sheet must be shared with Admin/Owner status. This is the original sheet: And this is the destination sheet: Why…