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Automate Onboarding Survey
I am learning so much at Engage '22! I am excited to start using workflows to automate our onboarding survey results form.
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Trigger an Automation after an Event is over (Time specific workflow)
Hi everyone, I manage producing events in higher ed, and I'm trying to set up a workflow which sends a recap automation to our workers after an event is over. This is to collect notes and details with information from boots on the ground to help build reports and dashboards. In our sheet we have a column for date, and then…
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Alerting Contacts in a cell
Hello, We have a sheet that we use as an IT ticketing sheet and Form. I setup an automation so that whenever a comment or attachment is added to a row it will notify (email) whoever the assigned technician on that ticket is. This works great when the end users comment, however, when the IT technician makes a reply or a new…
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Need some help with a health formula for task risk level analysis
Hello, I am currently working on a formula for the health column in my smartsheet that is based on the the task status and the end date of that particular task. This is what I have so far but what I need is for when the "end date" cell is blank I would like for the health of that task to be blue. The reason is we do not…
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Best way to show KPI's across multiple projects and teams?
Hello all, I'm trying to determine the best way to capture multiple KPIs on a dashboard. Each cross-functional team has their own sheet where they manage projects. What is the best way to have them capture data metrics (the KPI's might be different per team- hours saved, increased NPS, $ Saved) that roll up to a dashboard?…
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Backend Process for creating Workspace and Project Folder
Hello, Currently we create a new workspace for each projects even if that project has different Location, (ex. X Los Angeles, X New York, X Vegas) will have separate workspace. However, we want to create a one workspace for the same Project and have folder inside that for different location. So X will be the Workspace Name…
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Limit the number of workflows run concurrently - configurable?
Hi everyone I am getting and error "This workflow was triggered by at least 5 other workflows" and consequent disabling of workflows which is causing us a real issue - the fact that the same workflow is run multiple times (>5 times) is a normal state not an error and so we need to enable this to run normally. Is there a…
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Record a Date not working
I'm using a smartsheet to record requests that need approval. I want the "Requested On" date to be automatically populated when someone adds a new request to the sheet (i.e. fills in a new row with info such as Order Number). I set up a workflow (see below) but when I go to my sheet and add information into the Order…
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Why am I unable to run a particular workflow on a weekly basis?
Is it because it's referring to a date field? There are sometimes as many as 20 changes in a day as renewals occur in batches so I'm trying to avoid getting an email for each row where the renewal date changes. Thanks!
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Copied Sheet with workflow is copying data to old sheet instead of new.
Hello! I'm creating a series of sheets in a folder to be used as templates for new projects, this includes a FORM, and a sheet containing a WORKFLOW. So the point of this folder is that every time there's a new project the user only needs to "Save as New" and everything is done and only needs to be populated with the new…