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Workflow automation
we have workflows set up that are working beautifully. Until recently. There is now a duplicate workflow under my name/account and I can't figure out where it is pulling information from or where it is set up! Does anyone know how to identify where a workflow is pulling from?
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Using a range of checkboxes for an IF statement
Hi, I have a column of checkboxes, and next to them are cells with just regular text. I want the text to be referenced in another sheet only if the checkbox is checked: I can get it to work for just one value fine with =IF({checkbox reference}, {personal goal reference}), however this is just one pair of cells and I would…
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Checkbox workflow just stopped working...
All of a sudden, the below workflow is not working. I have tested and demoed this functionality many times and it has been working great—and then Tuesday morning it just wasn't working anymore. In the automation tab, it is showing the workflows as having been just run (see below) but the checkbox not actually being checked…
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How can I determine who has unsubscribed to a workflow?
How can I determine who has unsubscribed to a workflow when there are many workflows?
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Workflow - Notification
We use a workflow to send instructions to a contact, when a box is checked in a column. Each message is customized with information from the corresponding row - and should be sent separately. Somehow, the system sent two messages with customized content in a single email, and changed the subject line to be "(2 entries)"…
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Workflows and Conditions
Hello, I have a data collection sheet that stores a variety of sites data. I will do my best to explain the setup, as well as desired outcome. This sheet contains two forms, (1) a data collection form used for new sites [requires 3 Point of Contact (POC) emails, site name, and various other fields that will not be…
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Have there been updates to automation?
I've noticed recently that automation doesn't seem to be working... have there been any updates/changes recently? A basic workflow to update a cell value is not working: This workflow has been working without fail for nearly a year, and now all of a sudden, the cell value is not being updated. I cannot say how long this…
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Recording dates in single workflow
Hello Everyone, I hope you are doing great I am trying to record 4 different dates in a single workflow but getting dates in only in the 1st date column and all the 3 date columns are not working. In my sheet I have 4 different status columns and their value is (Not Started, In Progress and Complete) Status 1 - Not…
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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Notification when a task has been re-assigned
Hello, I currently have a workflow that notifies individuals when a task has been assigned to them. Is there any way to create an alert if a task is removed/ re-assigned from them? for example task assigned to A is now assigned to B. Can A receive a notification that this is no longer their assignment? I looked through the…