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Date calculation formulas are not working properly.
Hi, community. I have a weird problem with my metrics sheet and the dashboard linked to it since it is displaying fault information with a specific formula. I have tried a lot of workarounds, including the update of both source and metrics sheet and a lot of different formulas but I can't still fix it. Formula is as simple…
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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.
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Approval Workflows with Inconsistent Reviewers
Background: I want to make a sheet that can track all of my review/approval requests throughout a project. I would want multiple types of project documents to be reviewed/approved (e.g., change requests, project charters/plans, test cases, etc.) each with their own set of reviewers/approvers. For instance: Project Charter…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
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Can I change the email that Smartsheet sends emails from using the API
I have a Bridge workflow set up and I'm calling the Send Rows API call to email out what I need. The problem I'm running in to is I don't want the emails coming from my email address. I've tried to save it using a service account to see if it would send from there instead but still shows mine. Any ideas how to change that?
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Requesting Updates to Report
We have a spreadsheet with data that needs to be updated/validated twice a year. We wanted to use a workflow, but some owners/approvers of the data have 150 rows to their name. We don't want to flood their email with that many emails or have to go through 150 lines that way. We are working with the idea of sending an…
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Workflow automation does not work by default it works only when it triggered manually
Hello, I have a workflow that trigger when a new rows are added, the rows will be added by a form. When the form is submitted, the workflow will search for the rows that is checked and move it to another sheet. However, this does not work until I manually press run. UPDATE: It worked now!!
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Bi-directional update between 2 sheets without report?
Hi, is there any workaround that allows for bi-directional updates between two sheets without the use of a report? For example, Sheet 1 has Unique ID and Status columns, same goes for Sheet 2. What I want to be able to do is if either the Status column gets updated for a project in Sheet 1 or Sheet 2, the information will…
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Workflow "Customized Message" not displaying in Alert
I have a workflow triggered by date (daily at 5pm) that has a "customized message" set up. However, the customized message is not displaying in the resulting alert, which simply states "Reminder: Name of Sheet." Attached are screenshots of my workflow setup, along with the resulting message in Slack...