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Sheet updated via DataMesh - workflow doesn't run
Good Afternoon! I have a sheet on which a field is updated via DataMesh. I also have a workflow that is triggered when a cell changes. The DataMesh piece works fine but the workflow is never triggered. Do sheet updates via DataMesh not constitute "changes" on the sheet so workflows aren't triggered? It's a simple workflow…
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Workflow Notifications
Hoping someone can help with the below: For my department's invoicing process, a smartsheet was created with 15 different workflows, one for each vendor. Each entry could require anywhere from 2-6 approvals from management based on the invoice amount. Recently, some aligned users have been receiving MULTIPLE email…
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Automating Document Generation and Print
We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document…
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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…
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How do I assign a contact list cell based on the value of a contact in another contact list row cell
I have a sheet that serves as a reservation system. It's based around a contact list row called "Resource". I have a 2nd contact list cell called "Who's Up Next". I want an automated workflow either based on time /date or triggered that will set "Resource" to "Who's up Next" and then clear "Who's Up Next" Right now seems…
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Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
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Formatting on Smartsheet workflow notification
How to make formatting using HTML tag or using CSS for workflow notification (for Alerts and Approval Request). Its very useful for and impressive for user attraction to highlight the few area for example: A workflow has 6 approval step (3 for verification and 3 for approval). we can highlight the user status of approval…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Approval Workflow with more than 2 outcomes?
Hi, I want an approval flow with 3 outcomes; Rejected, Approved and Approved with Comments... I can't see a way to increase the number of outcomes for the Approval Workflow. I tried adding a checkbox field for "with comments" so someone could tick the checkbox then Approve and use a logic filter to manage the flow but the…
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Workflows on cells that are connected to external sheets.
Hi, I have a problem with the workflows not triggering for values that are changing based of external links. I have looked around and have come to realization that Smartsheet has disabled the ability for workflows to trigger based on cells that are linked to external sheets. I am now stuck with a massive problem. So the…