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Workflow Automation for a 2-week notice email
Hello All. I have a sheet that has staff name and their term date. I want Smartsheet to look at this sheet daily and send an email to HRC with details of staff whose term date is 14 days from now. to do that I originally configured trigger to two weeks before notification date and set my other two conditions but then…
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How to receive emails in a workflow?
In my workflow I am able to get an email from my first condition (see "Condition 3"), in the second one or any after that, SmartSheets will not email me even though that is the action requested to do (see "Condition 2"). I am not sure what I am missing. If anyone can help me or need me to expand on my problem let me know,…
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"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
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Prevent a sent Approval Request from being used later?
I have a situation where I want to make sure some Approval Request emails cannot be used later. I have an automation triggered when a Contact List column is changed, which sends an Approval Request to the contact in that column. For some rows, a director instructed me to skip a certain person's approval as they're out on…
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PDF of original form submitted with approvals printed on it
We have a payment request form for staff requesting a reimbursement for expenses that feeds into an approval path for the supervisor and then the director. This works great, but I also need the trail documented to attach to the accounting system when I put in the reimbursement. Is there any way to get a "final" copy of the…
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Merged: Proofs with markups and comment download
This discussion has been merged.
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Formulas referencing too many cells on source or destination sheet 👎
"Formulas are referencing too many cells on the source or destination sheet. To run this workflow, please reduce the amount of cells referenced by formulas." How do I figure out how many and what formulas are connected to the sheet causing this error? Neither the source nor destination sheets have the blue or black ▸in any…
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Automation Workflow Action - MOVE ROWs (Duplicates) is somehow moving everything
Business Need - I built in workflow automation to COPY row to this master sheet when status changes. That works as intended. However because I'm using COPY row, it then add "duplicate" rows onto my MASTER sheet. Next Step... On the MASTER Project Portfolio sheet, I've built in series of background columns and formulas in…
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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
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Using an IF formula for Parents, Children rows
Hi all, I'm currently trying to see if there's a formula that can be used to affect the parent row (row above the indented row) after a certain condition has been met within the children row (indented rows). Please see the image as a reference. In this example I've set up, I'm trying to figure out if there's a formula that…
