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Workflow action: create or update depending on the record existence
Today there isn't a way to update when the record already exist OR create only if the record does not exist yet
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Multiple approval with Multiple Condition in Workflow
Dear Team, Is it possible to set Multiple Approval with Multiple conditions. I have below scenario I have created Approval workflow with 8 level of Approval and it's working fine and smoothly. Later I have added Conditional of Department in the 1st Level of approval that, if Department = B and Section = X then it's…
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Pull latest date of a task from a Task Sheet to a Latest Contacted Sheet
Hi community! I'm trying to find a way to have two sheets linked together. 1st Sheet: "Task Dump" where I can input the day-to-day tasks & notes after chatting with customers. Columns: Customer Name | Date | Type of Task | Action Items | Addtl. Notes 2nd Sheet: Pulls in the latest contacted date, type of task, action…
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How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
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Copying Column Into Blank Sheet
I'm looking for a way to copy a single column into a blank sheet. When I started the project, I assumed cell link would be perfect, but that doesn't work with the destination sheet being blank. The project I'm working on uses a form that's filled out 24 hours a day. The information from the source sheet is copied into the…
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Conditional Formatting To Red out a Row, if ID# has been used before
Hi all, I am trying to create a conditional formatting to mark a row Red if the ID# has been used before. I have plenty of conditional formatting experience however I just can't seem to figure this part out. Basically in a list of projects I.e 1,2,3,4,5 they move at different speeds and sometimes a project wont be on a…
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incorrect routing of workflow delivery alerts
Change in ownership, but the creator of this sheet is still being pinged. Aside from "save as new" under new owner account, any suggestions to correct this routing? Thanks
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Wondering if anyone knows how to set up a certain work flow and/or formula...
I am trying to adjust one of my sheets/create a new workflow or formula to highlight the group name or entire row if someone does not submit a new check from the forum link within 90 days from the last check they submitted. So how I currently have this set up, is there is a sheet created and then we attach the forum link…
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Workflow to change a cell value isn't working properly (changing the values I input)
I have several workflows to auto-populate a required reading column value based on what procedure is being performed. Most of them work just fine, but a couple of them are changing when they auto-populate in the sheet. For example, I have the required reading for a specific task as "3941, 3987" but when the cell…
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Workflow to send out FIRST attachement in a row ONLY
Hello Smartsheet Community, I would like to send out an attachment via a workflow (Alert somebody), however this workflow should only start automatically for the first document which is attached to a row. Background is, that an attachement is created automatically by another workflow (=Generate document). This document…
