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Record Date workflow is not working if trigger is more than 2 level of trigger,
Dear Team, Is there any limitation about trigger clause "When", I have scenario which has 8 level of approval. once it's approved i am capturing date as approved data for each approval. kindly check screen shot of approval trigger. Need your advise for below. based on condition i am capturing date. Is it correct way ?…
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Workflow Best Practice in Smartsheet on below scenario
Dear Smart Team, I hope all are doing well. I am having below scenario of workflow with 7 to 8 level of approval. 1) Scenario 1, Type in (A, B, C) This workflow is requires 1 verification and 7 Approval (1,2,3,4,5,6,7) 2) Scenario 2. Type in (D, E, F) This workflow is requires 1 verification and 6 Approval (1,3,4,5,6,7)…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
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Move a row form one sheet to another in a different workspace
Hi I am trying to move a row from one sheet to another in a different workspace. I am the owner of the original sheet and I am the owner of the destination sheet and workspace. Is this possible as nothing comes up when o search for the sheet I want to move to.
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Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that. Thanks.
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Merged: Advanced Capabilities for Notifications/Automated E-mails
This discussion has been merged.
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Move Rows Action Not Working
I have a workflow that triggers on the 16th day of a month to move all rows to a different grid. There are no conditions whatsoever on the workflow and the destination has identical column names. There are roughly 12,000 rows and 33 columns. I received an automated error message via email that said: "One or more of the…
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Move rows to another sheet Workflow - Select a destination sheet is blank
I have created plenty of sheets that have a workflow to move rows to another sheet. There were no issues to create those automations before until now. I am the owner of all of our Workspaces and sheets but for some reason Select a destination sheet window is blank. I have tried to sign out and in and tested with the…
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Merged: Add Attachments to Automated Email/Workflow
This discussion has been merged.