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Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
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2 Workflows Being Triggered When Only 1 Should Be
Good afternoon! I have a use case where when a new record is created and the "team leader" field changes from blank to populated, I want to send an alert to someone. I want to send a separate alert when the "team leader" field value changes. On first glance, I thought I would easily set two separate workflows up, one with…
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Approval Workflow - Request approval from a pre-defined contact in a sheet
I have a use case where the approver for something will not always be the same individual. I would like to add a column for the approver (contacts list), and have an automated approval workflow that sends an approval request to the individual listed in that column. Smartsheet seems to require that I specify a single…
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Workflow not working
Hi all, We've put a workflow together (see picture attached). The plan is as follows: a volunteer fills out online form (see attached) and selects a community group (A, B or C) to support with current flooding issues.
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Dynamic Alert Email Automation
Is it possible to create a dynamic email alert automation that is driven by a Dropdown List column type such that the email content changes based on the row's cell selection from the drop down list? e.g. if Project milestone changes to Kick-off, the email alert is X and if the milestone status is Needs Assessment, the…
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Report Edits and Workflows in Main Sheet (Workflow not working)
My team makes edits to a report instead of the Smartsheet that houses my large database. I am finding that information goes bi-directional between my report and my database but the workflows in my database are not copying rows to other sheets I share out. I tested my database workflows by changing data in the main sheet…
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When will Smartsheet be back with full functionality?
Hi! We have serious issues with Smartsheet. I can't add new rows with forms, automation / workflows doesn't work, notifications are not sent. For us it a total chaos as every job goes through smartsheet and now more than 20 people can't work. Please help. Thank you, Norbert
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IF OR Statement For % of completion
I am trying to write a formula that returns the status of the project based on a column labeled as "% Completion", if the % of completion is 100% then status should say complete. if "% of completion" is 10% then status should be in progress. This is what I have come up with but it's giving me "INCORRECT ARGUMENT"…
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Reminder based on Hour
Hi there ; İ would like to ask that how can i set a workflow based on hourly as below example : send a message to a contact person , if this checkbox is not checked and if the time passed 10:00 am.Everyday check this issue and send message imagine that message i have already , there is contact person , there is one…
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How do I copy a row between workspaces?
I have two workspaces: 1) department-wide 2) my workspace. The owner of 1)department-wide is my supervisor. I am an admin in this workspace. My supervisor does not have access to my workspace (#2). I want to run a workflow that copies a row from a sheet in workspace #1 (department-wide) to a sheet in my workspace (#2).…
