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Looking for a way to solve an issue of automations turning off because it triggered itself?
I have an automation that sends out a approval request to a user and if that user says no to it, it moves on to a 2nd priority user that also gets a option to approve or deny a request. I have been running into a issue where the automation stops itself because "the workflow triggered itself directly or through anther…
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Automation Question: Can they be this specific?
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…
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Record a Date for Document Generation and Different Attachment Separately
I had a workflow in a sheet setup to record the date of an attachment and I recently setup that same sheet to perform a document generation workflow separately. The document generation workflow doesn't allow for a different date record and now is triggering the date of attachment workflow. Is there a simple way to separate…
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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.
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Workflow automation not following conditions
Hi, I have this workflow automation I am trying to set up to move rows from an active sheet into an archived sheet, I want to move rows that are older than 35 days but not move the rows that have a created date that is 5/7/2025 as those rows have a couple of columns actively doing calculations. Here is the conditions I…
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Can I snag individual links for update request?
Hi, I am running a large program and using SS automated update request as a way to monitor the program — that is, participants get the survey automatically emailed to them with some of their information pre-filled. That piece is working great. But now, I would like to follow up with those who have not completed their…
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Change workflow triggered with new item
I have two approval workflows, one for initial approval, triggered by “when rows are added” and “email address” changes to anything. Second is a change request workflow triggered by when “rows are changed” and “start date” or “end date” changes. When I add new rows, the both workflows are triggered and I can’t figure out…
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Help with Smartsheet
Im looking for someone to help us learn smartsheet. Compensation will be provided when needed. We have a lot of stuff built and unfortunately my employee had to move back home with family health issues and we are in need to help us learn smartsheets so we can keep utilizing what he has built.
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Why doesn't Automation Workflow, "Assigned To has been changed", work correctly?
Hi all, I would appreciate another set of eyes to review my workflow please. Here's the automation: I get the email, but it shows exactly how it is written above (yellow highlight). I was expecting it to show the name of sheet. I thought this was working correctly at one point but can't say for sure. I can't find any notes…
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Importing Excel spreadsheet to an existing Smartsheet
Hi, I need to import Excel spreadsheet to an existing Smartsheet that already have DataMesh set up. It's not feasible to copy and paste 500 rows at a time since the Excel has many more rows than that. DataShuttle also would not work because while I can save the Excel in OneDrive, it requires additional permissions to…