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Request an Approval now has the sheet link, why?
Does anyone know how to remove the sheet link option at the bottom of the approval workflow? When was this added, and why? This workflow should be treated the same as the Request an update, where it doesn't give the option to the approver to access the sheet. OR If approvers need more information than what would…
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Automation - Workflow - Reminders when a date is reached
Hi, I created the below workflow to alert me 1 week before my due date column for a project I am working on smartsheet. I am not receiving any email alerts - I did check and I have all notifications allowed under my account so that is all good. Have I not set this up correctly maybe? Does it look okay or do I need to…
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Input/auto fill data from different rows
Hello, Please find the example photo I would like if there is a formula that can auto fill and input data in blank columns/same row once i type the phone number (in column phone) by calling or looking up for the data from other rows in same sheet (or from other data pase sheet) taht engaged with same phone number. For…
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Why is my automation not triggering?
I have two columns I would like to run in an automation, one contains a check box and the other contains a drop-down menu of text values. I am trying to run an automation in which when I check a checkbox in one cell, it updates the "Status" cell in the same row to 'Complete'. The automation either doesn't trigger or takes…
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Formular: Only two requests each department per week
Hi Community, I have a sheet request form that capture transport requests from each department. Heres my scenerio: For my organsiation a request for transport is allowed only 2 request per week for each department. Requests more than two is automatically cancelled for the department. what formula can I use to a helper…
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Why is this happening all of sudden?
Hi all, I have had an automation set up (and working fine for quite some time) that copies a row to another sheet and then moves that row to a different sheet (Archive) when "send to Archive" is checked. As stated, this workflow has been performing perfectly for several months. Nothing in the source or destination sheets…
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Not all group members who have access are getting workflow notification
Hi, I have an automated monthly update request that gets sent to those in an owners column on my sheet, requesting they use a provided link to update a dynamic view. Those owners are part of a group I've created in Smartsheet, and this group has edit access to the sheet and dynamic view (and rest of the workspace). I…
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Workflow sporadically not triggering
Hi all, I'm looking for some assistance with an approval workflow that I developed. It is currently set to trigger when rows are added or changed, when "Employee Name" changes to Any Value (see image). Out of a list of 95 submissions, the approval workflow did not trigger approximately 20 times. The "Manager's Email…
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Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
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Workflow Approval Matrix
I am wondering if anyone knows a way of when creating an automated workflow for approval if there is a way (and if there is how) to set a criteria to follow a path. For example, if someone requests to pay £66k it would need to go to Approver Level 1, Approver Level 2 and Approver Level 3 but not any higher. Is there a way…
