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Broken Workflows in Project Toolkit - Expected Behavior?
I am working on editing a project toolkit (similar to Smartsheet's PMO template set) and several workflows are set to "send to specific people". When my colleague tries to save the entire toolkit folder as new all of the workflows that are set to send to specific people break. The workflows are still there, but there are…
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Ownership of sheets and workapps
I have been working for sometime on a collection of sheets, datashuttle workflows and a bunch of other things and have recently published them via a workapp, how do I make sure that ownership of these objects is not just limited to me to make sure that it doesnt "die" if my account gets limited, removed or otherwise…
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Progression chart
Hi everyone, I have a questionnaire solution that only reports the latest attempt to answer it. It records how we as an organisation are doing against ICO Guidelines. My manager has asked me to create a dashboard that shows progress. So a line chart that will show how the organisation is progressing. My problem is the…
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Automation Workflows don't copy over from Templates
It seems that when you make a new sheet from a template, the workflows contained within the template, do not copy over. Does anyone know a way around this?
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workflow prioritization
I have a workflow where when an "owner" column is filled and a decision column is set to active it will move the row into an "active" sheet and on this sheet it checks if 3 columns are blank as at least one or all 3 need to be filled and moves it back to the original intake sheet if they are blank. This causes an infinite…
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Workflow - Daily Reoccurrences not triggering automatically.
Please note that I have configured new Workflow which has daily reoccurrences based on filter (Condition). It has been observed that it's not trigger on time. But manually it's working. Kindly request to rectify the issue so that I will automatically trigger daily. Refer attached snapshot. Thanks and best regards.
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Ability to Set a Workflow for a Specific Row
We use Smartsheet for project management. The stakeholders would like a notification when the timeline for the project increases. The ability to set a workflow to trigger if a date field is greater than a specified date would also be helpful.
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Automation changes?
I had an automation setup to copy a row from one sheet to another that has suddenly stopped working. The trigger sheet lives in a different workspace from the destination sheet but that has always been the case. I am an admin on both workspaces. When I attempt to fix (or even create a new) the trigger, the list of…
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Check box formula help!
I am wanting to set up a formula and/or conditional formatting so that when you check one box, it automatically un-checks another. example: two columns side by side. one titled "job started" the other titled "job done." I want it so as soon as you check the box for job done, it removes the check from job started. This…
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Email Notification - Limits to Columns in Message?
Our clinic managers perform a monthly Joint Commission readiness walk-through for each clinic (approx 125). I have built a form for them to document their results for each question - Compliant vs. Non-Compliant. When setting up a email notification to send the results to the regional directors, there seems to be a…
