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Alert when tasks are planned to finish after a date in another task (deadline)
Hello all! I am trying to program a sheet to alert users when any finish date in the sheet goes beyond a specific deadline task in the sheet. I foresee it working like: User changes a start date, and several tasks down the dependency waterfall, a finish date gets pushed beyond the deadline task's date, and an error shows…
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Help Needed: Workflow not triggering
Hello! I am new to Smartsheet as of last month. I found a website showing me how to send a notification when a predecessor's status is setup to "Complete": https://www.ignatiuz.com/blog/smartsheet/notifying-a-task-owner-when-predecessor-gets-completed-in-smartsheet/ Here is my setup: Row ID Column: Predecessor Copy Column:…
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Automation 'Send to....'
Hello, I know I can send to a specific cell reference and I also know I can send to a specific user. But can I send to a specific cell reference on a different sheet? The reason is I have a sheet that has a number of team members that are required to accomplish tasks, but the PM lives on a "Teams" sheet and I would like to…
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Request Update Flow - Include Information
When sending out request for Update, is there any way that the Update Page will show the Description (A Column Value) for the column that they will need to update? I know i can include it in the Update Field List, but do not want them to be able to change anything in that field. In my example below I want to include a…
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Formula to Exclude Blank Fields from a Workflow Alert Message?
I have an automated workflow setup to alert someone when a new row is added and specific criteria is met, however, I want to customize the alert message to only include specific fields if they aren't blank. Is there a way I can setup the workflow criteria with a formula so that that the message being sent will exclude…
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Workflow to Notify Project Owners
My team has a sheet that we use to keep track of our current projects. I have separate workflows set up to notify each person if they are assigned a project (their name is entered in the Project Owner column, which is a contact list). Is there a way to create one workflow that would notify just the person who was assigned…
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Use automated workflow to send an email to an external contact
Hi, I had a look through the existing questions, and couldnt find an answer to this, so apologies if it out there somewhere! we have a sheet where we log enquiries we receive as and when we receive them. In the log we capture the date the enquiry was answered, along with details of the enquiry and the response we provided.…
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How to make sure 1 workflow takes precedence over another.
Is there a way to make one workflow have precedence over another? In conditional formatting you can have it so when two rules are activated, one takes precedence over the other - can the same be done with workflows? The answer seems like an obvious "yes" as you can create conditions and decide what triggers a workflow, but…
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"First-to-come" update request
A suggestion to improve the system. I have created several workflows with update requests. And on many occasions the request needs to go to several persons at the same time. Depending on who is at work or available, will complete the Update request. The other persons will not do anything. I know that they can just click on…
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Automate smartsheet data
Hi all, my first post on here We use smartsheet in our business for data and daily workflow. We manage dozens of employees who are getting assigned to do offline tasks, (they are not using smart sheet), usually with a client. We use smartsheet to collaborate between the managers, and we have the data in the sheets, but I…