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incorrect routing of workflow delivery alerts
Change in ownership, but the creator of this sheet is still being pinged. Aside from "save as new" under new owner account, any suggestions to correct this routing? Thanks
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Wondering if anyone knows how to set up a certain work flow and/or formula...
I am trying to adjust one of my sheets/create a new workflow or formula to highlight the group name or entire row if someone does not submit a new check from the forum link within 90 days from the last check they submitted. So how I currently have this set up, is there is a sheet created and then we attach the forum link…
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Workflow to change a cell value isn't working properly (changing the values I input)
I have several workflows to auto-populate a required reading column value based on what procedure is being performed. Most of them work just fine, but a couple of them are changing when they auto-populate in the sheet. For example, I have the required reading for a specific task as "3941, 3987" but when the cell…
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Workflow to send out FIRST attachement in a row ONLY
Hello Smartsheet Community, I would like to send out an attachment via a workflow (Alert somebody), however this workflow should only start automatically for the first document which is attached to a row. Background is, that an attachement is created automatically by another workflow (=Generate document). This document…
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Workflow - when box is checked
Hi there, I feel like this is an easy one, but for some reason I'm a bit confused about how to get it done - I want to trigger an alert when a box is checked - either when the row is added or when it is checked at a later point. I was going to do 'when rows are added or changed' and 'xx' box is checked, but, I don't want…
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How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
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How to add multiple contacts in one cell with an automated workflow?
Hi there! I currently have automated assignment workflows where when a certain department is selected, the Department Manager is populated according the specified workflow. My question: is there a way where two department managers are assigned in one cell when two departments are chosen (I have two separate workflows for…
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Email automation with PARENT/CHILD data from pivot table
I'm trying to create an output of specific rows of a pivot table to attach/include in an automated email. See below for an example table I'd like to extract from the master pivot table. The "Alert someone" automation allows me to specify which cell information I want to include but does not seem to be able to allow for…
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Upload Thousands of Excel Documents to Rows
I have been building a workspace for inspection tracking. Before this we were utilizing an Excel doc that would use a macro to create a new Excel doc for each inspection with the information that was entered. There are 2332 excel documents. The information in each doc are not in individual columns. The filenames are Asset#…
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Giving an output based on text from multiple selection dropdown
Good Afternoon, I've been racking my brain trying to get this function to work. I have a column set up to allow multiple selections of specific text with the column name "Processes." I want the cell to find the specific text and give a number value. I'll then pull from a "Due Date" column giving the processes start date…
