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Copying specific rows when specific dates are reached
I have built out multiple schedules on smartsheet for a couple of different departments. I'd like to copy all the rows of the different sheets for all the employees working that day to a centralized sheet. Then after 24 hours, the sheet gets wiped and it starts over. I'm looking through the workflows and I'm not quite sure…
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How do I set up my sheet to reflect changes made in another sheet?
Hello! I am new to Smartsheet and trying to figure out how (and if it's possible) to set up a workflow or formula to reflect changes made in another sheet. Currently, I have one sheet set up that's linked to an intake form. I am using this sheet as a "master sheet" to track all submissions. Additionally, within this master…
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Online Active Performance Monitor on sheets
I recently ran into a situation where important automated row moves were getting stuck for sometimes hours at a time, instead of moving immediately based on their automations trigger. The structure was: Automated Move Row 2, from the Intermediate Sheet to the Final Landing Sheet, was the one getting stuck. I had…
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Re-submit for approval
I'm trying to work out a workflow that allows someone to re-submit for approval. I'm not sure how to record an update to a previous denial. Sequence Request submitted-> Approval Request to VP VP Declines-> Notification sent to requestor Requestor updates request (existing request in sheet) -> here's where I lose the…
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Hello,
I am currently working on a digital performance evaluation. I have created a smartsheet with employees names, supervisor email, 30 day review date, 60 day review date, and 90 day review date. I have created a smartsheet survey for the employee to complete and a survey(evaluation) for the supervisor to complete. I would…
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Can I restrict edits to a specific column until a resource is assigned?
I am working on a sheet that contains Maintenance tickets (each row is a ticket) and would like to make it that the status of the ticket ("Status" column) cannot be changed from to "Complete" until a resource has been assigned to the row. Is this functionality possible?
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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…
