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Move row to another sheet based on cell - not working properly
Hello everyone, I've been trying to figure this out on my own for a few days but haven't been successful. Error: Workflow states move row if a column contains one of ten options. Workflow moves all rows for all options. Example: Drop Down Options: Not Started, In Progress, Complete Sheet 1: Task Sheet Sheet 2: Completed…
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Automated Workflow...What is the best way to optimize the Update Request?
Hi, I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message: However, some users are not seeing the customized message, so they are unaware of the task…
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Using Conditions in Workflow to alert when quantity doesn't match
Hi all, I am trying to figure out how to set a workflow to alert a contact in a contact cell when a "qty recd is less than "qty on order". Ideally I would love an email to kick out that says Your qty rec'd is less that qty on order, but I cant seem to figure out how to finagle the workflow. Under conditions I have selected…
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Does Smartsheet have a way to create a flow chart for account current pages?
Does Smartsheet have a tool that could map out the pages within my organizations Smartsheet. Like a work flow diagram that shows where the pages go, what reports link off these pages, what dashboards they are attached to etc. Maybe even what/who is linked to the Automation's. What automation's are included on the page and…
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Workflow and/or Formula for tallying daily asset inspection issues
We have daily asset inspections that are submitted via a form and I'd like to: Create a daily Workflow that will send only the assets that had an inspection issue on that date, as well as the issue description. (Columns are: Asset, inspection yes/no questions, and description of issue) . Rows are each date an asset…
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Hello to all. Will start sharing my experience soon
Hello to all. I am using Smartsheet since many years. So far I didn't share my experience with the community. This is about to change now. I plan to post regularly on these topics: - experience with Smartsheet in large industrial projects - tracking progress of projects - forecasting end dates of projects - using…
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Lock/Unlock a COLUMN when criteria are met
I have a sheet in which there are about a dozen columns. Looking for one of the columns (for each row) to be locked until certain criteria are met in a different column of that row.
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Functions for synchronizing Predecessors and Jira Issue Links
Hi everybody, I am currently trying to set up the smartsheet-Jira-integration. A lot of things really work great but there is one thing.. I want to have Smartsheet as the "leading tool" for handling of predecessors and therefore sync this information to Jira through the issue links field. To give a simple example, I used…
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SUM of Hours column
Hello, I have four columns: Task | Hours | Assigned to | Total hours The 'hours' column is how much time (hours) it will take to do the task, the 'assigned to' you can assign the task for more than one person. Now I need the 'total hours' column to show me how much time it will take for a task (example: Task1 takes 1 hour…
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
