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"First-to-come" update request
A suggestion to improve the system. I have created several workflows with update requests. And on many occasions the request needs to go to several persons at the same time. Depending on who is at work or available, will complete the Update request. The other persons will not do anything. I know that they can just click on…
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Automate smartsheet data
Hi all, my first post on here We use smartsheet in our business for data and daily workflow. We manage dozens of employees who are getting assigned to do offline tasks, (they are not using smart sheet), usually with a client. We use smartsheet to collaborate between the managers, and we have the data in the sheets, but I…
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Linking Workflows
I'd like to see a feature where I could make a call out from one workflow to an existing workflow. Due the current limitations within the existing workflow feature, being able to "link" different workflows together will allow for more complex automation such as nested if, If/then/else, or automation of multiple field…
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Specific Cells Sent Out During a Smartsheets Workflow
Is there a way to only send specific cells in a sheet when a workflow is triggered from a form submission? Currently I have a submission form that operators are filling out that will trigger a workflow email after submission, but it will send the entire content of the sheet, not just the relevant information. I've added to…
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No Sheet Title in Workflow Messages/Update Requests
I noticed that when I create a status update workflow with a custom message, the message comes through without any reference to the sheet. This means the recipient won't know which project they're providing a task update for. Is there an automated way to include the sheet title in the custom message?
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Impact Assessment Workflow
Similar to the approval workflow, Allow admins to create a customized workflow that sends an impact assessment email to allow target users to indicate if they are impacted or not impacted on a project, request, task etc. The workflow should also allow the admins to customize the message body and also allow the user to…
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Merged: Ability to send workflow alerts from user email address
This discussion has been merged.
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How can I find all active notifications and workflows in a workspace?
I have a prolific workspace for a completed project that belong to another user who is no longer using the sheets but still owns admin rights. There are still some live automated notifications and line specific update requests being sent from sheets in this workspace. Is there a way to find them to get them shut off…
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Duplicate Notifications and to Everyone in the Workflow
Issue: The notifications for the CD level and RVP level are duplicating and sending to everyone in the workflow. 😬 Something is wrong with the workflows I created. Sheet Design Each row has someone assigned {Response Assigned to} to add the response to the {Center Responses} column. The person in the {Response Approved By}…
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Clear check-box, without clearing associated Due Date columns
Hi I'm setting up a sheet for reoccurring tasks that have different intervals. I have a task column, interval column, last check, next check and a check- box. When the checkbox is ticked the Last check updates to todays date and this updates the Next check date, calculated from the number of days in the interval column. Is…
