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Ability to add Comments or Notes through the Approval Request automation
Currently the Approver can only review the Approval Request and only either can "Approve" or "Decline". Is it possible to add the functionality to add Comments / Notes with the approval or decline action directly through the approval request (without needing to open the sheet and edit certain column) to add comments or…
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Add email address to Workflow
First of all, I use Smartsheet Gov. I have the following workflow set-up. I wish to add another component to it, but I am not sure how to do it. In addition to the date being recorded as shown, I also want an email sent to a specific address. Oh, and I also need to have the Trigger set so it ONLY works when today's date is…
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Allow Workflows Include Attachment to Slack Channel
It would be nice to allow a workflow add an attachment to a Slack channel. For example, I use a sheet to hold data for a new hire and a PDF is filled in with the information within the sheet. Then on the start date of the new hire I'd like the PDF to be posted in the team Slack channel to welcome the new hire.
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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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Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered in…
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Mapping Diagram/ Export Documentation of workflows
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…
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No notifications - intake form
Hello! Happy New Year. I have an intake form and i would like to receive notification in my email when any person submits a request. It seems sometimes i get the notification and others times, i do not. There is a delay. Now i am not getting any notification. I am looking at the management automation workflow and i don't…
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Workflow not triggering from Helper Column
Hello, I am using an Appsheet app to update a Smartsheet 'metadata' sheet with a status. I have various other sheets that will then be updated based on unique ID's as their status changes on the metadata sheet. Since Smartsheet cannot run a Workflow on cell's changed with cross-sheet references, I have created a "helper"…
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Copy Automation Workflows
When copying a workspace via API, I would like it to copy the automation workflows for each sheet, as it does when copying in the UI.
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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")