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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,
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Capture the date a sheet was created
I have a sheet that I create for a review process - new sheet for each review. If the sheet is still open after 2 weeks, I want to do some actions - email the assignee etc. How do I capture the sheet creation date so I can add some automation? I know I can do this for cell dates but not sure about the actual sheet. Thanks.
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Unable to see Browse list during workflow creation
Hi Unlike those good old days, I am now being presented with the following screen to select the destination sheet! Earlier it used to be a browse list, where we would quickly select a destination sheet. With over 100 sheets in my account soon, it would be very difficult for me to recall the desired sheet's name. Please…
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How can I use one sheet to build onto another and still be able to manipulate the data?
I am pretty new to Smartsheet, and my office would like to account for requests using Smartsheet. There are two types of requests: Original and Supplemental. Supplemental requests build onto original requests. Therefore, if someone wants to request the same individual, they will submit a supplemental request because an…
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Automation workflow assigning people in a Contact List column - list doesn't match
Hi! Did something change related to contact list columns and assigning contacts in automations? I have used automation workflows before with the "Assign People" action and the "Assign people in [contact list column name] and as far as I can remember, it used to give me a list of the contacts entered into that column (in…
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Alert PRIOR to a workflow becoming invalid
Sheet owners and admins should receive an alert PRIOR to a workflow becoming invalid - this would give the owner/admin the opportunity to take action on what will cause the workflow to become invalid and keep workflows moving as designed. An alert will help owners/admins manage things like volume, capacity limits, and the…