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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Is it possible to copy a workflow in the jira+smartsheet connector?
Hi all, Have completed all testing of forumulas in a project we kicked off. Now I want to make that workflow bi-directional between Jira and Smartsheet. I've read you cannot change the workflow, but is there a way to copy a workflow? Thanks in advance.
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How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.
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Change Status Based on Previous Row
I am trying to create a column formula that will change the status of a row to "Ready for Work" when status in the row above it changes to "Complete" I tried to follow the information that was provided this thread, but I keep getting #UNPARSEABLE: I already have an auto-number column (Job # - font is just in white based on…
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Bridge: Failed to parse module params : Required parameter Sheet has not been defined
Hello, I am trying to figure out a resolution to my workflow. Parent Workflow: Trigger: when new row added, with filter to Search the sheet that is flagged (have formula to flag newest submission in source sheet). It is successful and the array contains the data that will be utilized in the child workflow….until… it…
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Lag in Workflow - When is Smartsheet Checking Criteria?
I have a simple workflow with a trigger on When rows are added or changed. The field is status field that I would like Smartsheet to add a timestamp when the status changes: What I have noticed is there is a two minute lag in this simple automation, however, I am also noticing that it's not just a lag. What I see if…
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IF FORMULA FOR GOING-TO-EXPIRY EXPIRD-SOON EXPIRED AND VALID CERTIFICATE
My criteria are the following: If the Expiration Date Column cell is more then (60) days remaining = “Valid” If the Expiration Date Column cell is less then (60) days = “Going to Expiry” IF the Expiration Date Column cell is Less then (30) days = “Expired Soon” IF the Expiration Date Column cell is between (0) days to…
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IF FORMULA FOR GOING-TO-EXPIRY EXPIRD-SOON EXPIRED AND VALID CERTIFICATE
My criteria are the following: If the Expiration Date Column cell is more then (60) days remaining = “Valid” If the Expiration Date Column cell is less then (60) days = “Going to Expiry” IF the Expiration Date Column cell is Less then (30) days = “Expired Soon” IF the Expiration Date Column cell is between (0) days to…
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Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
