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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
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Determine follow-up date that will trigger Workflow
I want a date to populate a field that will trigger a follow-up workflow. My criteria is: If the certification Complete is GREEN, this date can remain blank, as no follow-up will be sent. If the certification Complete is YELLOW or RED, the Manager has either partially completed (yellow) or not completed at all (red). The…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Report showing Item entered Fail, but not Pass
Hello all, First time posting here. I'm using forms to populate sheets with data on quality inspections processed. I'm looking for a way to create an ongoing, active report of units (which are identified uniquely with a serial number) that are awaiting fixes. Currently I submit a form for the initial "Fail", then submit a…
