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Multiple workflows conflicts
I have 2 workflows on a sheet, and they are mutually exclusive. In other words, they both have a filter at the trigger level, so when new rows are added one should run (one condition is met) and not the other (as the condition is NOT met) For some reasons, I am getting the last message of workflow B (which should NOT run),…
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Go to the sheet link in Email Notifications
Hello! I have set up some workflows that send email notifications. In some Update Requests Email Notifications a "Go to the sheet" link appears that gives access to the receiver to the Sheet. This creates a problem as we don't want end-users to have access to the Sheet. If they need to change any data in the Sheet, we send…
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Combining Form URL query strings in Alert Someone workflows?
Hi, I've got a sheet (Deals) which tracks the status of various deals and when the Status of the deals is marked as "Complete" it triggers an automation to send the owner an alert. The alert tells the owner they need to add a record to a different tracker (Live Deals) and includes a link to a Form to capture data for this.…
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Automation enhancement - create complex workflows
As of now, the automation feature is good but we are limited to only a few levels down in our flows. We cannot create a flow that can change a cell value in one column, clear the value in another column, add a date stamp in a third column all within the same flow. Request - please allow for complex workflows so we can…
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Merged: Automation enhancement - allow for the ability to copy data from one column to another colu…
This discussion has been merged.
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Workflow Email Fields Not Populating
I have created a workflow on a smartsheet that generates an email with column fields. However, when the email goes out the fields are not generating the cell information from those fields. Instead it shows the field name. For example, {Last Name} instead of the last name of the person. I have done this with other sheets…
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Forms with Workflow
Hello Experts, I need to perform a requests and processing task within smartsheet. Needs some guidance to acheive this with the following requirement User comes with a new request to process files - Need to build a form The requests should be tracked in a sheet and I should be notified with status as Open - The requests…
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Change Cell Value Automation/Workflow
Hi Community - I feel like this is simple, but Im not sure how to make it happen inside of one automation. I keep making individual but I don't think that's good form. On our newsletter sign-up form, we ask "Sector of Work" on a multi-select field. From those results I want it to add a tag in another column (change cell…
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Work flow - multiple cell change
Hello, I'd like to learn how to create a multi cell change workflow. See below. Thank you in advance
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Is it possible to create a workflow to transfer indented rows to a separate sheet?
Is there any way for the workflow to trigger and move the indented row independently from their parent row to a separate mirrored sheet (exact same set up)? My specific scenario: Tracking form numbers that fall under different categories (series/subseries). The forms are indented to be nested under their respective series…
