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Copy rows workflow
Hi, I want to copy rows from one sheet to another weekly. But I only want newly created rows that were created past week to copy over and not all rows. I am also locking rows in the same workflow. Is there any possible solution? Thanks, Dheeraj
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Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
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Auto emails
We want to send a 5 question 'Pulse check' to new employees starting from 3 months after they start for 6 months. I have created the smartsheet form with the questions. I have a seperate smartsheet with employee name and start date etc. How can I send auto reminders? I looked at sending a workflow from the employee…
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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…
