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Smartsheet Automated Workflows - When anything is added or changed - Weekly Report
Hello, My team has a Smartsheet that is very column heavy due to the nature of the sheet. We would like to send out a automated sheet summary to stakeholders that contain any changes or additions highlighted weekly. The problem we are running into is that it looks like the email notification report contains all rows that…
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Need more than 150 Workflows on a form
I just hit the 150 Workflow limit on a sheet I'm making. This sheet connects to a form which, to be successful, depends on the Workflows. The set up is that users select from dropdowns on a form, which triggers a Workflow to add a new line to the sheet with text from dependent on what dropdown was selected. There are many,…
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Merged: Copy and move selective columns
This discussion has been merged.
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Workflow to copy a cell and paste its value in another cell when the first changes.
Hello everybody I'd like create a workflow to copy the value of a cell date type when it changes to another cell in the same sheet. I can trigger the workflow when there's a change, however I can find a way to bring this value to the other column without using DataMesh or Formulas. In my case I want to avoid to use these…
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Using a form to create child tasks
I've read in several places that this isn't possible but I keep getting so close I don't want to give up. The need is straightforward. When a form is submitted add a number of child tasks to the entry. Here's what I've tried Create a template sheet and use VLOOKUP or INDEX to update the the parent task, then trigger a…
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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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Can anyone please explain why my Mid formula is not working?
I am trying to pull the 5 digit number ID in the middle of this text string. My formula works for the ones labled CTV however for everything else it is an #Incorrect Argument. Any help would be greatly appreciated =IFERROR(MID([Campaign Name]@row, FIND("_CTV", [Campaign Name]@row) - 5, 5), MID([Campaign Name]@row,…
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Automated workflow delivery alert not sending to some individuals??
I have the following workflow automation for an update request My workflow permissions are set to unrestricted, so I believe this should notify/ send an email with update request to any recipients in the assign to cell even if they are not shared to the sheet... However I keep getting an email to state that certain people…
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Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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workflow email
Hello, I am trying to set up a workflow email, so that when the "Report date" is approaching an automated email will be sent to a specific email address a day before, with details of the information in that row Can anyone help?