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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Hiding Or Removing Duplicates In a Report
Hi all! I have a report on a sheet that has many duplicate values, and for the sake of nice presentation I would like them hidden. To further explain my situation, I have a sheet I am referencing that has tasks, days to complete, the week of completion of these tasks, and finally the avg days to complete a task per week.…
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Looks & format of automated emails
Hello, I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem. Are there currently solutions to any of these? 1- Unnecessary header that has a Log In button next to it which confuses external contacts who do "NOT" need to get into the…
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Trigger a monthly approval automation?
Hi there, A team keep track of hours worked per project on a sheet that looks like this. I'd like to trigger a workflow that sends the project manager an approval request on the first date of each month to approve the work completed the month prior. However, I do not want the project manager to get separate emails for each…
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Formula to add leading zero to months 1-9 of the year only.
I need to add leading zeros to month numbers Jan-Sept only as sorting by month number does not work due to Months Oct-Dec starting with number 1. If I sort by month number, it comes up like this. 1 (Jan), 10 (Oct), 11 (Nov), 12 (Dec), 2 (Feb), 3(March) ... Does anyone have a formula for this?
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Alert for a particular change value
Question: when creating an alert inside a workflow, is it possible to include exactly which column change?
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Allow Jira Workflows to be edited by multiple users and transferred
Workflows cannot be updated except by the user that created them. This makes it very difficult to manage them by a team. Also, if the owner leaves the company, the workflow needs to be rebuilt. Workflows should be able to be shared and edited by multiple users and should be able to be transferred when a person leaves a…
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Automations question
I was helping a co-worker convert an Excel file to Smartsheet. One of the things she currently does manually is after entering new rows onto her Master file; she copies (manually) to each of the QMS Entities sheets. Now there are about 20 QMS entities. We looked at the Copy to sheet template automation, but it appears as…
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Why is my formula unparseable?
=IFERROR(COLLECT([Completed Date] - [LTP Conversion Date], AND(IFERROR(MONTH(@cell), 0) = Feb84, IFERROR(YEAR(@cell) = 2023, 0)), {CAD Support Type TD}, ="Long Term Project")), "N/A") The bold is what I want to subtract within the formula.
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Sending Request Form with Hyperlink
Hi, I want to know If there is a hyperlink in my sheet, which points to another smartsheet. I use workflow to ask others to update their row. In this case, I found that after receiving it, they could not click on the hyperlink to go to another smartsheet. In that cell, it was only displayed in text format. I want to know…