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Streamlining Production Planning: How Smartsheet Integration Saves Time and Boosts Efficiency
One of our clients faced the challenge of their planning team constantly needing to check a shared Google sheet throughout the day. The process of reviewing the data multiple times and manually updating the schedule was time-consuming and prone to errors. Missing any crucial information could potentially disrupt their…
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Workflow becoming invalid
Hi! I am struggling with one workflow on a sheet. I have a total of 11 workflows running on this sheet, but none overlap, but they do play off one another. The one that keeps becoming invalid works 3/4s of the time but fails that 1/4. Please advise on how to fix this! Workflows (Workflow 2 is the only one that becomes…
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Merged: Required Fields in Automation Workflows
This discussion has been merged.
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Remove an update request with a formula or workflow?
I have a sheet that will automatically request an update if certain parameters are met. But sometimes the fields get marked directly through the sheet instead of through the update request form. Is there a way to automatically remove the request update if the parameters are met through the sheet? For example if there is an…
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How can I verify an update request was sent?
I have an update request workflow that sends to contacts in a cell and is triggered when a specific dropdown value is selected. After setting the value and saving the sheet, there is no update request icon on the left side of the row and they are not appearing in the update requests panel. However, the workflow itself is…
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How to get symbol to automatically update in destination sheet when it updates in the source sheet
I have rows copying over to a new sheet whenever column C is a certain name the box in column J is checked. Source sheet: Destination sheet: I would like a formula to automatically update the symbol in column L of the destination sheet to match the symbol in column M of the source sheet when the rows of columns A, B, C, D,…
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Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
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Workflow automations not allowing multiple sheet changes in one workflow
I am unable to complete multiple sheet changes in one workflow. For example, I can't record a date, change field to a certain value, AND clear another field at the same time. I assume this is by design, or am I doing something wrong?
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How to delete/transfer existing JIRA connector workflow which was created by EX team member
For one of my existing intake process, we have connected the same with Jira board using JIRA connector and now the connector is not working and person who created has also left organisation. I am not able to create another workflow for the same sheet as its restricted and i am not able to delete the existing workflow as…
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Workflow Automation: Copy changes to a new sheet
I manage a smartsheet that has a 2yr rolling forecast for 1,000+ expenses. At the end of the month, I would like to review and share all the changes that have been made to the "Cost" column. With workflow automation, I know that when a change is made to the Cost column, I can: Have the changes emailed to me at a frequency…
