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large workflow for approvals - can it be done in a single workflow?
I need to build a workflow that technically has multiple triggers (I think). I am trying to create an approval process, but we have a 36 different initial approvals (varied by location) and then a following 8 by region before the final approval in finance. Is this even possible in a single workflow?
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Automated Workflow to Create Cell Link
There are already Automated Workflows to Copy or Move rows. But it would be increadibly helpful to be able to have a workflow created where it would create a cell link on another sheet. That way when a criteria is met such as 'Project Completed' the row could be moved to the other sheet, but still reflect any additional…
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Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
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Merged: SmartSheet BRIDGE Run Log - Stopped status triggering E-mail ?
This discussion has been merged.
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How do I customize the Strategic Plan template so the project request form attaches to a project tas
I need assistance customizing the Strategic Plan template to the needs of my department. I don't understand how the project request sheet connects to the project A & B Task sheet. I created a form for the team to submit their strategic initiatives for approval. Once a strategic initiative a approved, how does it auto…
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Activity Log Update & Workflow Changes
I have a Workflow that tells me when a Release (Unique ID) has been deleted from a sheet used by another team. They never seem to tell me when they are actually changing the value. This is a common practice unfortunately. I would like to have the ability to do 2 things. 1) Display the Old and New value of this change in a…
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Create an Evaluation Tool
Hi Friends, I am new to smartsheet, please be aware of that, likely some of my struggles are obsolete but I just have no idea. Problem Statement: On global business level, we created a form for employees to forward improvement Ideas to a specific team that will execute them (or not). The form entries are logged in a…
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Option to select recipients of notices when a workflow becomes invalid
We currently have a sheet used by many internal and external users for customer service tickets and it includes a large number of workflow automations. There are multiple people that manage the sheet (monitor for issues, make changes/enhancements/etc.). However, if one of the workflows becomes invalid, a notification will…
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Workflow to COPY Row when there's ANY Change
Hello I'm trying to figure out WHY this workflow is not working in all trigger scenarios. it works when the columns have a specific value selected such as when STATUS Changes to one of the select values defined but when criteria is ANY VALUE change in the column, it does not trigger the workflow. Example Below - I want the…
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API support for all workflows and notifications, dashboards, and reports
Hi, Is there any plan to support all types of notifications through the API, and if so any timeline ?
