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Can I set up an automation to archive a project from within a sheet inside the folder project?
We're looking for a more efficient way to archive our projects. I was wondering if is it possible to set up an automation inside a sheet (Let's say inside the Project Charter template) triggered once a box is checked by the PM to archive the whole folder and disabled the automations from other sheet. Any one has done…
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Approval Workflow - Multiple Contacts - One or All Approval Option
Having the option to require approval from all contacts in a cell or one of, would remove the need to have "request and approval" actions within a single workflow that request an approval from a group of people who all need to provide approval from a project to progress. Example Use Case: all members of an executive team…
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Ghost workflow sending messages for old completed records
A team member received a workflow message from our main sheet last night for old completed records. I went through all the workflows; no workflow has that ID # (5968732796282756) or name. I can only assume this was one of the many workflows I deleted years ago when I took over managing the database. How do I stop a…
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Dynamic View Attachment Filter
Hello! I've been using Smartsheet + Dynamic View actively for the last few months, and I can honestly say it's been a great tool that's helped our workflows a lot. However, I was wondering if there was a way to filter rows on the Dynamic View side that have/dont have attachments? I can create filters that check for the…
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How to get multiple form entries into the same row...?
Hi everyone, I am looking for help regarding how Smartsheet forms populate rows. We are currently using Smartsheet to complete our annual employee evaluations, which consist of three sections, one for the employee, and two manager sections (completed by two different people). We initially had the employee fill out a…
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Can you alert/send an email to contacts in a cell that have been entered via a form?
I have my alert settings to Unrestricted, but even so, it seems those who fill out our form cannot be notified since they are not users of SmartSheet. I am looking for a solution other than the "Send me a copy of my responses" option. TIA! 😁
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Linking contacts from sheet A to sheet B
I am trying to connect contacts from Sheet A to a workflow automated message from a form in Sheet B. Is something like this possible? Sheet A is a database of people listing names, skills, locations, emails, etc. Sheet B is fed by a form, I would like new rows to trigger a workflow to send an automatic message to a subset…
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Automated Workflow - Alert only specific email addresses
We want to reduce the amount of notifications that consultants receive. However, the clients would still like to get notifications. Is there any conceivable way in a multi-select contact column to restrict notifications to only specific email addresses? To clarify, is there a way to restrict notifications (alert…
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All Smartsheet notifications coming from the owner of the sheet.
How can I change that? I create the sheets and workspaces for all the company and I want to change my name and my information when workflow communications run. I do not know if that possible, if not, this is a very good improvement to the system. Be able to change that on workflow communications. Thanks
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Hi community, how can I send multiple update requests for different contacts all at once?
I currently have to go through the redundant process of creating workflows for everyone in the sheet, how can I easily streamline the process by creating a single or 2 workflows that work for all?
