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Dynamically Scheduling Another Workflow
This is my first time trying to have one workflow dynamically schedule another and I must be doing something wrong. What I want to happen: On our main customer workflow, it is triggered by the specialist changing the Stage status. When they change to a specific stage, an email is triggered to the customer via our SendGrid…
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Getting trigger itself error in Smartsheet
Hello Everyone, I hope you had a great New Year! I have one (Source) sheet in which data is coming from Google sheet through data mesh and based on certain conditions it will transfer to the specific sheet. Once the data is added to the sheet and the team feels the information should be on another sheet I have provided a…
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Hyperlinked Text on Automated Notification / Workflow
One of my cell {{Video Link}} has the text of the title and the url of the video. When I send the notification and select the third option on Message to include (Message Only), it only sends the text and not hyperlinked. I dont want to select the second option as it does not look professional and clean. Is there a way to…
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Update request in workflow not sending customized message
I have a workflow that is set to trigger every day and filters to all rows that are "past due". The action is to then request an update from the assigned person, with a long customized message with several of the columns from that row: However, rather than receiving the customized message with the pertinent information…
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Multi-Step Workflow: Creating and Linking Forms with Unique Identifiers
Good morning! I'm trying the following in Smartsheet: 1. Create a form that has a field to input multiple emails, each submission has a Unique ID. 2. When the form gets submitted, it will send an email to the emails in the submition with a new form of a different sheet. 3. Once the second form is filled by the email…
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Automated Workflow - Move row to Sheet (with Index Match Formulas)
Hi there, I have a automated workflow where I have multiple source sheets copying rows into a separate sheet. Since the copied row information on the separate sheet can change on different columns, I have a Index/Match set up to auto populate any changes from the source sheet. The problem I'm having is there is another…
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Workflow Automation Issue
I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1…
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Daisy Chain Automation - More than 5
I am using automation to create a workflow for a procurement process that needs automation when users update information through an update request. This means there are more than 5 of them and this then gives me the trigger limit notice. I really need more than 5 as this means that we don’t have to keep sharing sheets and…
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Record a date when specified criteria are met
I have a column available for users to choose from eight different build statuses. The goal is to automatically capture the date when the Publish status is selected. However, not all eight status options are available in the automatic workflow. I assumed it was a scrolling issue, but that is not the case. What am I doing…
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Multiple Approvers from ever-changing approval list
My update request needs to go to all employees (approx 100). The list is always changing and it is not feasible to scroll through to double check each employee is still working here or verify new hires. It's also not feasible to click each employee for every new row in my spreadsheet. I tried forwarding an update request…
