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Workflow and Solution Mapping
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…
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Workflow set to trigger when row is changed, but is being triggered when a row is added?
I have a form that adds rows to a sheet and I have a flag column in the sheet that looks for certain values in the row and flags when it finds "TBD". SO when someone fills out the form and their data contains "TBD", it checks a flag on that row. Eventually those TBD issues are updated and get resolved in the sheet, thereby…
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Is there a way to perform addition to an integer via an automation, workflow, or a formula?
I have a worksheet that tracks yearly tasks for technicians for potential raises or to track areas of focus. The problem: I need to track how many years a technician has met all the yearly checks. If they do then we want to perform add 1 onto their [Years Complete] value. [Current Year Potential] is a basic formula that…
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Workflow
Hello, we have had a workflow working for months now. Today, I went in and noticed this piece is missing. Smartsheet appears to be telling us we have no connections built when we did. What could have deleted those connections (without me help)
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Can I use a workflow to add a Funtion into a column based on other columns data?
This idea is to pull text from one column to another; examplet Below Primary Column: Country Names Child Primary Column: Secondary Project Workflow 1: When a new row is added, place formula to pull text from Child row into new column Workflow 2: When new column is added, place formula to pull data from Parent row into new…
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Finish Date Static vs Duration Static
Can the Finish date be static and have the start date and duration dynamic? Example: I have Task 1 and Task 2. Task 1 has a duration of 5 days and Task 2 has a duration of 10 days. Task 2 has a dependency on Task 1. But Task 2 has a due date that cannot change. If Task 1 goes over the 5 days by one day, I update the…
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Smartsheet Automation Email - Sender
I've set my automations to Send from Smartsheet Automation. Some emails are right and others still show they are from the sheet owner. The emails are from the same automation. Does anyone know why it does not consistently work?
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Have multiple Assign People actions in one Workflow
I have a sheet where I'd like to assign multiple columns, each to a different user. The assignment should all take place based on the same triggering action - when one status field changes to approved. There isn't currently a way to have multiple "Assign People" actions in the same workflow since that type of action is a…
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Workflow Automation Copy row to multiple people not working
I have an automation that states when a box is cheked, send Team Members who are selected from an another column a message then a copy of the row. How, it is only sending a copy of the row to the first person in the automation.It stops there. It will not send to the others.. Here if Rachel and Patrick are selected, only…
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Linking 1 master data sheet to 80+ individual sheets
I am working on setting up Smartsheet in order to collect reports and track grant funding for a large number of individual contracts with different organizations. I want all organizations to provide their monthly reporting numbers via a form, which I have set up to feed into a master data sheet. The tricky part is, I also…