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Record a date when specified criteria are met
I have a column available for users to choose from eight different build statuses. The goal is to automatically capture the date when the Publish status is selected. However, not all eight status options are available in the automatic workflow. I assumed it was a scrolling issue, but that is not the case. What am I doing…
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Multiple Approvers from ever-changing approval list
My update request needs to go to all employees (approx 100). The list is always changing and it is not feasible to scroll through to double check each employee is still working here or verify new hires. It's also not feasible to click each employee for every new row in my spreadsheet. I tried forwarding an update request…
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Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
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Reminder workflow for past due approval
I'm essentially a nube to Smartsheet (so be gentle please), though I've come up the learning curve some distance. I've drafted an app to track a form thru the approval process. I'm at the stage where I'm trying to add bells-n-whistles to the app. That includes a reminder workflow to approvers who have not responded to the…
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Roll out new automations through control center
Hi there, I'm wondering whether I can implement additional workflows by adding them to the source sheet for a template? For example, I need to add an automation to all risk registers. If I add this to the template sheet for the risk register in the control center blueprint, can I then force this update to all risk…
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I want to create a very basic stock management sheet. adding in stock updates quantity and
removing stock updates the quantity. I cannot figure out what the easiest method would be without creating a loop because if I add stock I would have to keep upping the numbers of that column. If I already had a quantity of 20 water bottles and then I got in another 20 bottles of water one week, and the next week I got…
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Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
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Record Date workflow is not working if trigger is more than 2 level of trigger,
Dear Team, Is there any limitation about trigger clause "When", I have scenario which has 8 level of approval. once it's approved i am capturing date as approved data for each approval. kindly check screen shot of approval trigger. Need your advise for below. based on condition i am capturing date. Is it correct way ?…
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Workflow Best Practice in Smartsheet on below scenario
Dear Smart Team, I hope all are doing well. I am having below scenario of workflow with 7 to 8 level of approval. 1) Scenario 1, Type in (A, B, C) This workflow is requires 1 verification and 7 Approval (1,2,3,4,5,6,7) 2) Scenario 2. Type in (D, E, F) This workflow is requires 1 verification and 6 Approval (1,3,4,5,6,7)…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
