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Send upbatched workflow update requests OR allow saving of each request separately
The inability to send unbatched update requests is something our org needs. Right now I can't send a workflow on a daily basis requesting a cell update because I need to include a placeholder. Putting those tags in the email would prevent batching, but also prevents me from running the workflow on anything except "when…
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Automated Workflows - Copied rows to another sheet (data accuracy
Hey there, QQ - When I create a workflow to copy a row to another sheet (Sheet B) when a trigger was triggered, as the data changes in the original sheet (Sheet A)...will the date in sheet B continue to be refreshed? In other words, I'd like to copy rows over to another sheet, but want to make sure any future changes in…
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Send Notification on New Value in Dropdown
I have a sheet with a dropdown list field where "Restrict to list values only" is off. Is there a way to set up a Workflow that always triggers when a value not currently in the list is entered? I know you can create a condition for the field "where <field> is not one of" and select all of the current values but the…
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Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
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Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
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Reporting for Workflows - Unrestricted recipients
It would be beneficial to have a feature that allows for the creation of two types of reports: one displaying all recipients involved in unrestricted workflows, and another showing all active workflows. This is important because there are scenarios where users need to send notifications to an email or domain without having…
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Merged: Archiving- Quick Way to Turn off all Automation Workflows
This discussion has been merged.
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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How to create Form/Workflow for Inventory Tracking
I am looking to create a form and workflow that will connect to a QR code to use for warehouse tracking in real-time. How do I go about creating the form and workflow in Smartsheet. The change cells template is not very specific in its functions.
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Merged: Workflow action to copy a cell to another cell on same row
This discussion has been merged.