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Do automated workflows operate on specific rows?
Hello, I want to set up an automated workflow that triggers when a column is changed to meet a specific criteria. When this trigger is met, will it run the workflow on every row in the table, or only the specific row which the trigger was met? My sheet has hundreds of rows and will likely have rows that change and meet…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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Sheet full Warning and Workflow Additions
We had an issue today that seems could have been avoided. All our project sheets have a cell for each row that can be checked by the user to remove the row if they do not want to use it. These rows are moved to our "Dump Sheet" via an automation workflow. sometime in the last couple of days, the Dump Sheet apparently…
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Converting Workflow Automations into Process Maps
Hi all, Long time listener, first time caller here. I was curious to see if this functionality exists in Smartsheet already or if anyone has figured out a best practice on the following... We have several Smartsheets that are deeply intrenched in workflow automation. As I work on process mapping and documentation for the…
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Predecessor with Calendar Days on One Item
When invoicing, we use a NET30 policy where the payment is due in 30 calendar days. The remainder of our project timeline functions in working days (Monday - Friday). I want the "receive payment" step (line 31) in our timeline to be dependent on the "send invoice" step (line 62) and to appear in the tasks when the invoice…
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PDF Not Generating For Certain Statuses
Hello, I have created a bunch of workflows that are supposed to generate a PDF when all fields under 'Status' column are selected. Some work, while some give me an 'unable to run' error. Looking into these workflows has yielded no insight on what could be wrong. Has anyone experienced something similar?
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Auto-populate emails on a "contact list" column
I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns ("Requestor Name") is in the Form where they type in their names. The "Requestor Name" column is a Contac List column. My issue here is, how can I have Smartsheet…
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Problem with Data Shuttle that is not accepting xlsx files?
Hi All, Anyone experienced problems with Data Shuttle that it is suddenly not accepting the xlsx files from One Drive anymore? From my side when I open the file itself the section "Protect/Unprotect" sheet under Review is greyed out. Could it be that this is due to Microsoft Information Protection that I'm not able anymore…
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Help for Status Change and Tracking
I am trying to create dashboard widgets from data that I am tracking. For this widget I am wanting to have a graph show the number of people in each status section I have listed: "Not Started", "In Progress" and "Completed". Each employee has an individual sheet with tasks listed along with corresponding start/end dates,…
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Workflows are unreliable. Anyone else having that problem?
I've had workflows that worked fine for almost a year. Now they fail. The workflow will move rows to another sheet at 4 am. Plus, I have a manual version of the same workflow. For a while it would work if I changed under 30 rows, but fail if I changed more than 30 rows. Then it was 20, then it was 1 (I could change one row…