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Cross Referencing Data Across Sheets
I've read several threads on this and tried to figure out solutions but am still stumped. I am creating a workspace for managing events. I have vendor lists with their rates and a planning sheet with the number of staff we need and which activities will be booked, etc. I'm trying to create an expense sheet where I can have…
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Adding rows in existing sheet if multiple selections in a column exist
Hi Smartsheet-Community, I previously have been searching for a workflow which does the following: I'd like to achieve within one sheet that as soon as multiple assignees are selected from the respective dropdown list, one or more rows are automatically created below, which copies the content of the above row and splits…
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How to get result from a child workflow back to the parent workflow?
Hi all, I have a parent workflow which calls child workflow with state name "get_workspace_id". Inside the child workflow I do some data processing and eventually I want to pass the result of Javascript back into the parent workflow. The data reference of the result is:…
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Trigger and execute on different sheets
Hi, how do I tie a workflow from one sheet to trigger an action on another sheet? Example, Sheet 1 has the trigger (Checkbox) that initiates a form on Sheet 2 to be sent out. Hope I can and thanks in advance! dw
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Editing the Auto-Message Form (Approval Workflow)
Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see.
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Dynamically Scheduling Another Workflow
This is my first time trying to have one workflow dynamically schedule another and I must be doing something wrong. What I want to happen: On our main customer workflow, it is triggered by the specialist changing the Stage status. When they change to a specific stage, an email is triggered to the customer via our SendGrid…
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Getting trigger itself error in Smartsheet
Hello Everyone, I hope you had a great New Year! I have one (Source) sheet in which data is coming from Google sheet through data mesh and based on certain conditions it will transfer to the specific sheet. Once the data is added to the sheet and the team feels the information should be on another sheet I have provided a…
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Hyperlinked Text on Automated Notification / Workflow
One of my cell {{Video Link}} has the text of the title and the url of the video. When I send the notification and select the third option on Message to include (Message Only), it only sends the text and not hyperlinked. I dont want to select the second option as it does not look professional and clean. Is there a way to…
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Update request in workflow not sending customized message
I have a workflow that is set to trigger every day and filters to all rows that are "past due". The action is to then request an update from the assigned person, with a long customized message with several of the columns from that row: However, rather than receiving the customized message with the pertinent information…
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Multi-Step Workflow: Creating and Linking Forms with Unique Identifiers
Good morning! I'm trying the following in Smartsheet: 1. Create a form that has a field to input multiple emails, each submission has a Unique ID. 2. When the form gets submitted, it will send an email to the emails in the submition with a new form of a different sheet. 3. Once the second form is filled by the email…