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How to create a business process workflow?
In a previous job, we had many business process workflows created to guide a project manager on what to do to get a project onboarded. I'm looking to replicate this in my current job. To onboard a project, a project manager was guided through process #1, #2, etc, and each process listed out what to do, where to store…
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Why are my workflow notifications not coming over as my name via Smartsheet?
I have my automated workflows set up to "send from triggering user." However, I have made a few updates, as well as others who have triggered the workflow, and the workflows show in email as from "Smartsheet Automation" instead of from "triggering user name via Smartsheet". I have been playing around with it but can't…
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How to trigger dropdown to populate projected completed date based on specific complexity?
I want to trigger these drop downs in the "Complexity" column to populate a date in the "Projected Complexity Completion" once a dropdown value is selected and once status changes to "active". Low Complexity = 2 days Medium Complexity = 5 days Most Complex = 10 days
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Connecting SmartSheet to WhatsApp
What is the possibility to connect and send data from SmartSheet row to WhatsApp number ? Thanks
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Bridge: Move select columns/attachments/comments to another sheet
Hello all! I'm looking to see if a Bridge workflow can be done with moving/copying select columns from one sheet to another BUT also bringing their attachments/comments over as well. I've made a workflow to copy select columns from a source sheet to a targeted sheet but never have the comments/attachment follow. I have a…
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Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
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IF/AND/HAS for 3 column references, 6 options
Based on the content above for reference only, the actual sheet screenshot below. I need a formula or help with a helper sheet/workflow, to bring back one of 6 results. (above image) Tax Status Column is a dropdown with the 2 options shown, Bottling Location and Entity Columns are INDEX(COLLECT formulas (if it matters)…
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Workflow Automation
I have a form connected to a sheet (~140 rows of data) with automation and approval workflow. I need to make changes to the process so I deactivated the workflows while I work on the changes. Question - When I reactivate the approval workflow and other automations will it send an email for all the prior items? Thank you,
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Capture the date a sheet was created
I have a sheet that I create for a review process - new sheet for each review. If the sheet is still open after 2 weeks, I want to do some actions - email the assignee etc. How do I capture the sheet creation date so I can add some automation? I know I can do this for cell dates but not sure about the actual sheet. Thanks.
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Unable to see Browse list during workflow creation
Hi Unlike those good old days, I am now being presented with the following screen to select the destination sheet! Earlier it used to be a browse list, where we would quickly select a destination sheet. With over 100 sheets in my account soon, it would be very difficult for me to recall the desired sheet's name. Please…
