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Automate duration values based on a particular selection made in a form
I'd like to automate timings put into the duration column (shorter than days, e.g. 3 hours, etc.) based on selections made in a form submission to a sheet. Alternatively, setting up an automated workflow in the sheet that will automate timings in the duration column. again based on a particular selection being made.
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How to set the decline with comments input?
today 's the second day i use smartsheet, i try to create an approving application, and i create a approving flow(request an approval), it works well. but for the decline option, there is no place to input the comments why it is declined. Anyone can help me on this topic? thanks.
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Enhancement Request - Automations
Hello, Would love to see enhancements to the automated workflows. Please make the dialog boxes bigger/expandable! Additionally, if there could be an option to create a workflow and multi-select date fields from your spreadsheet, that would be amazing. Otherwise, I have to set-up a ton of the exact same automations for…
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Combining Multiple IF AND Statements
Hello, I am trying to combine the 3 statements into one. They all work independently however, I am missing something when I try to combine them. These each check a checkbox if the statement is true. Help Please! =IF(AND([Trans date falls w/in Black-out Period]@row = 1, [Covered Person?]@row = "Yes"), 1, 0) =IF(AND([Covered…
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How can I set user input to trigger a workflow but not other changes?
I have built an inventory lending library for our staff. In my Inventory Checked Out Sheet, I have a contact field called Checkout Final. The person who is listed in that contact field can update the Checkout Final field to list someone else via a Dynamic View (e.g. when they are transferring a loan to a co-worker). I want…
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Data Shuttle Not Adding Net New Entries
Hello! I have set up Data Shuttle with the intention that the PM on the project can attach the daily issue log she receives from our IT department and her sheet would be automatically updated. She document she receives from IT is an .xlsx spreadsheet. I noticed that with each new attachment, the existing data would be…
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Work flow using repeated tracking numbers and checkbox
I would like to be able to create a workflow that would check box a previous task as completed by using the tracking number when there are multiple lines with the same tracking number. My example is every time I input a form with a tracking number it will create the line and I would like the previous line with that same…
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Generate recurring exports to Microsoft Excel
Is there a way that I could setup an automated workflow where every month SmartSheet will export to Microsoft Excel? I know you can set up a recurring email with attachment (pdf or excel), but I need the MS excel to dump into a folder so another app could pick up that file to ETL it.
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workflows
can a workflow be set to work like this somehow if area of business = Whittlesey and proforma raised by is any value the email email 1 if area of business = Hoveringham and proforma raised by is any value the email email 2 if area of business = London and proforma raised by is any value the email email 3 and so on as the…
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New Row Added Workflow Trigger not working when non-licensed user adds row
Hi, I have set up a simple "When rows are added" workflow, but it only triggers when I add a row. Issue: when other users add a row, it does not trigger the workflow Example: Me (licensed-user/sheet owner) = User A X (non-licensed-user/sheet Editor-can share): User B Y (non-licensed-user/sheet Editor-can share): User C…
