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Data Shuttle // smartsheet ownership change
I had a smartsheet that imported data using Data Shuttle. I transfered ownership of the sheet to another person and I know I can not transfer the ownership of the Data Shuttle workflow that is updating that sheet. My question is: What happens if the new owner of the sheet creates a new Data Shuttle workflow? Will it…
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Approval from multiple Approvers
Hi Can we move to the next step in an approval workflow if just one of the users approves an approval request? For clarity, my process requires both options: that is, in some cases, "seek approval from all the approvers and then only move to the next step" whereas in some cases, "seek approval from any single approver and…
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Timestamp Workflow not working
I found someone's article (link) about how to timestamp using a workflow. I tried it exactly the way the article set it up and rather than timestamping newly entered lines, it completely overwrote every single date in the column including all previously entered lines. I also tried all of these (using the trigger "when rows…
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A workflow to transfer a data from smartsheet to MS word
Hello Team, Firstly I must confess I am a beginner to smartsheet. I want to transfer a data from Smartsheet to MS word and save the file. Say for example: I enter a smartsheet report as follows. In the first column I would fill as XYZ, in the second column ABC. I need to get an ouput in .txt format saying " Hello XYZ.…
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How to create a business process workflow?
In a previous job, we had many business process workflows created to guide a project manager on what to do to get a project onboarded. I'm looking to replicate this in my current job. To onboard a project, a project manager was guided through process #1, #2, etc, and each process listed out what to do, where to store…
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Why are my workflow notifications not coming over as my name via Smartsheet?
I have my automated workflows set up to "send from triggering user." However, I have made a few updates, as well as others who have triggered the workflow, and the workflows show in email as from "Smartsheet Automation" instead of from "triggering user name via Smartsheet". I have been playing around with it but can't…
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How to trigger dropdown to populate projected completed date based on specific complexity?
I want to trigger these drop downs in the "Complexity" column to populate a date in the "Projected Complexity Completion" once a dropdown value is selected and once status changes to "active". Low Complexity = 2 days Medium Complexity = 5 days Most Complex = 10 days
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Connecting SmartSheet to WhatsApp
What is the possibility to connect and send data from SmartSheet row to WhatsApp number ? Thanks
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IF/AND/HAS for 3 column references, 6 options
Based on the content above for reference only, the actual sheet screenshot below. I need a formula or help with a helper sheet/workflow, to bring back one of 6 results. (above image) Tax Status Column is a dropdown with the 2 options shown, Bottling Location and Entity Columns are INDEX(COLLECT formulas (if it matters)…
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Workflow Automation
I have a form connected to a sheet (~140 rows of data) with automation and approval workflow. I need to make changes to the process so I deactivated the workflows while I work on the changes. Question - When I reactivate the approval workflow and other automations will it send an email for all the prior items? Thank you,