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APPROVAL SETTING VIA "ADVANCED OPTIONS" - APPROVAL WORKFLOW
Hi All, Need you support for the the issue. I was in the process of making an approval workflow for petty cash request, the problem was when i want to combine 2 different confirmation workflow by Requester to be appear in same column (Confirm), but mention notification like in the screenshot attached. The workflow consist…
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Workflow - SAME SHEET copy a cell to another column
A workflow enhancement that is similar to the Change Cell Value. However, instead of changing a cell, copy it to another cell. Use case: I have a formula that calculates a date. However, I want to keep the initial value of the date and therefore, don't want to reference the date formula because it will change. A workflow…
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…
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Merged: Copy workflow between sheets.
This discussion has been merged.
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Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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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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Automation to Auto-Collapse a Row
It would be great if you could set up an automation to auto-collapse a row based on a status or a date that is in the past. I use a grid and calendar to breakdown payroll deadlines and reminders for a whole year and the sheet can get pretty big so having a rule that will auto-collapse rows when something is completed or…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…