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What is the order of operations for workflows? If multiple run at the same time which is run first?
What is the order of operations for automation? If multiple workflows are scheduled to run at the same time which is run first?
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Form Question, send Response
Hello - I have the need to create a workflow within smartsheet to track QC process on yearly letters. Today it takes three applications in order to manage the process today; Master List, Tracker and Click-up for task management. This flow goes between our organization and an outside organization and would need…
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How do I move certain values from one sheet to a different sheet?
My attempt: Step 1: Sheet #1 get populated with new values (via a form submission(s)) Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details) I tried the automation feature, but the whole row gets copied. I want it so that only certain…
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Automated Workflows for Appointment Reminders
I am currently working on a Solution for a Pilot program that three of our Pharmacy Sites are participating in. This Solution will contain 4 forms and 3 Scheduling Calendars, One of the "asks" was to be able to send an appointment reminder to the individual scheduled. I have set up an Alert as the Appointment reminder and…
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Workflow "Alert Someone" | Send to a contact in a cell
Hello Smartsheet Community, I am trying to create a workflow in Smartsheet using "Alert Someone" that will notify the Manager and Employee (two separate cells) that the specific task has been completed. Under "Alert someone" I choose "Send to contacts in a cell" however that cell is defaulted to "Created by"…. Questions:…
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Automated workflow issue - move a row
Hi, I've created an automated workflow - move a row, when a client changes from active to inactive. While the row successfully moved to the inactive clients sheet, it put the row on row 48 instead of row 1. Even in the active clients sheet, it was only row 20, so I'm confused about why it is so low. Is there a way to fix…
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Invalid Workflow Error
Hi all, I just received an email saying a workflow has become invalid because it contains automated actions that are only available to Business or Enterprise plans, but we're currently on a Business plan, so I'm not sure why this message triggered in the first place. Thankfully I was able to reactivate the workflow and run…
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Dependent Sheets
Well…I guess have some more questions. I have a "Parent Process" and a "Sub-Process" in a sheet. I want to develop a link to other sheets, based on the sub-process. So whenever a sub-process is added, it automatically adds the sub-process (not the entire row, just the name) to a different sheet and creates an automatic…
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How to generate dates faster through automated workflows?
I have a sheet that sends automatic update requests once a new row is added. Once a new row is added through a form, the creation date is automatically generated to the current date and also a follow-up date is generated automatically at the creation of the new row. However, the dates do not generate quickly enough and so…
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Automation for Column Help
I am interested in using the automation for our inventory. Currently we have our sheet set up with two columns Current Stock and Re Order stock. We are trying to have a workflow where if column Current re stock is equal to Re Order stock it send an email that its time to reorder this specific item. We are running into an…