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Notify SS users of past-due items with consolidated list of action items
What's the best process for notifying people on past-due items? We want to set up one email notification per action item/owner or one with a consolidated list of action items per owner. Would it be possible to group them into two sections in the email, one for past-due items and one for upcoming items within the next few…
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Automated workflow for scheduled custom messages
Hi SS team, I'd like to be able to send reminder emails for zoom events via smartsheet. My contacts sign up via a Smartsheet form, then their email is added to the SS, and I am able to send a custom message to the contacts, but I'd like to be able to schedule a reminder email 1 hour before the zoom meeting. Either SS can…
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Merged: Add update request functionality to approval requests
This discussion has been merged.
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Merged: Cell with value copy
This discussion has been merged.
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Global Workflows / Single Interface for same workflow on multiple projects
We have created a simple workflow that informs us on Assignemtn changes via E-Mail. Due to the fact that workflows sit inside a sheet, we now have to update every workflow in every sheet when there is a change needed to the flow. This is already super tedious with 25 projects and growing. Tbh, it should be a no-brainer…
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How to set-up Data Shuttle to show changes from the last time a workflow was run.
Hi! I'm trying to figure out how to set-up Data Shuttle to show changes from the last time a workflow was run. For example, I have a sheet with the following columns. "Job Title", "Job Code", "Posting Number" (Posting Number is the unique identifier) and "All Submitted Applications". "All Submitted Applications" is the…
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Automated Workflow Question
I have a sheet where each row holds the details of an event. Each event has a start date, and I've set up automated workflows to send event attendees reminder messages. One flow is set up to send an "initial" reminder message 21 days out from the start date. The other flow is set up to send a "final" reminder message 14…
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Edit workflows
Hi I have 2 idea's: 1) We are not able to edit workflows under the tab 'My Organization'. We only can pause, see activity log and archive. There's no edit. Can there be an edit button to edit workflows? 2) If we have our edit rules to edit our own workflows in 'My Organization', we should also be able to edit the workflows…
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Change Cell Workflow across sheets
I know that some of this can be achieved with linking and some manipulative formula but I think it would be great (at least for me ;-)) if there was the ability to change the content of a cell on one sheet from an automation on another. My scenario: I use a date/time based automation to copy pertinent cells from one of my…
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Smartsheet - Microsoft Dynamics Connector - Where do I find the Workflow ID?
Hello dear members, I am running into some troubles with my Smartsheet - Dynamics Connector, getting about 300 error messages per day for whatever reason. The Smartsheet support team is asking me for a Workflow ID of the broken Workflows. Simple question: Where do I find the Workflow ID ? I am not an admin, though cant…
