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Automation Workflow "run once"
I have a date field that when reached I want to send a reminder email to the users. My question is will this automation literally run once when the next send reminder date is reached or will it run once each time one of those dates is reached.
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How do I have tiered authorizations?
https://us.v-cdn.net/6031209/uploads/9SX9INL2K24P/what-i-need-from-smartsheet.docx As noted in the attachment, what I am looking for is a system of sign-offs where each person can sign off on a document and then it automatically fowards to the next person in line OR if the have changes, it gets sent back to me.
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Leave automation conditions in when workflows break
I recently got the "Workflow has been deactivated" email on a sheet that I inherited in a large workspace from a former team member. However, when I went in to troubleshoot the error, I was unable to because the name of the sheet it referenced was gone, replaced by "unknown sheet". It would be much more helpful if we could…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Viewing an Approval Request is Auto-Declining that Request
I have a fairly straightforward Approval Request workflow that sends me an approval request notification after a customer completes a form. Whenever I click the Open Request button from the email notification and click Approve, I see an error message that the link has already been used. When I check the sheet associated…
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AI to write sheet technical documents
AI should have the capability to generate technical documentation by analyzing column formulas and automations to produce a flowchart as well as a document explaining what the formulas do. This could save several hours of manual work. While platforms like Copilot can assist by analyzing formulas, the process remains…
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Allow display of destination sheet full name in the Edit Automation dialog when moving copying rows
This is a simple request to allow visibility to see or display the full name of the destination sheet in an existing automation. Here is the use case: 1) I have created an automation whose action is to move or copy a row. 2) The name of a destination sheet that is selected is longer than what displays in the Edit…
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Merged: If Status is Complete - End Date is Updated to Today's Date - With Dependencies/Predecessors
This discussion has been merged.
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Numbers in Form
My Regional Number Settings are: 2 500,00. In the Form, I have a field that only allows numbers. Form input rows to the worksheet. Unfortunately, the Form doesn't allow the "," entry. In the Form, the number must be entered as 2500.00. However, such a value transfered to the column (with setting as Text/number) in…
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How do I include a hyperlink to a website in the "customize message" in a workflow?
I am trying to figure out how include a hyperlink to a website/resource in the "customize message" section of the "alert someone" filter in a workflow for people who submit content to our calendar. Is there a way to do this? Whenever I try to include, the link will not pull through when I paste in the box…