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Can I create an automation on a template in a toolkit?
Hello Smartsheet Community! My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?
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Missing Jira field in SmartSheet Workflow
Hi team, I am unable to add some fields though those fields are available within Create and Edit Issue screens. Those missing fields as in the red box of a screenshot. Can you help to look into this issue, please? Thank you!
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Copy updated cell values of one sheet to another
Hi, I have two sheets with exact same columns. When any cell(s) value of row in sheet 1 is updated, then I want to update same row with unique identifier ID if existing in sheet 2 to be updated with new cell values as well. Please help how it can be accomplished. Example: Let say Price Per unit of Row 3 is changed in first…
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Data from submitted forms
We are starting to utilize forms but i have no idea on how to link those forms to a spreadsheet I'm pretty sure it can be done through workflow but I'm stumped. I either need to be shown or a dumbed down version of steps.
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Is it possible to make a work flow app
Hello, I am wondering if it is possible to create a workflow app that takes data from my sheet, and based on the value of one cell in a column, makes that row visible to another user so they know they need to complete that rows "job", and then with a click of a button on their part, mark it as complete, and it then moves…
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Auto check all check boxes in a column
Hello! I have a sheet with a check box column where end users select the check box to nominate a speaker which will trigger a separate workflow. The issue with individually selecting is that there can be upwards of 100 speakers on the list. Is there a way to have an option for the end user to click one check box or choose…
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Merged: Make fields required in update request workflows
This discussion has been merged.
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Deactivate Workflow
When I deactivate an approval workflow that has current approvals pending and activate a different workflow, what occurs with the prior submissions. Do they follow the initial workflow that has now been deactivated, or follow the newly activated workflow? We are wanting to change approvers, but need to understand when…
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When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row? I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
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Moving Data from one sheet to another
We have a 'Request for Quote' process where a customer will ask us to quote them on fabricating some weld work. We place this information in a sheet "RFQ" Sheet, with Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs,…
