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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…
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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…