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Workflow Automation - Primary Column
I have renamed my Primary Column to 'Location Name'. In my workflow I would like to reference the Location Name in the subject line. My subject line reads {{Location Name}} - New Project The Location Name is not being transmitted in the email resulting from Workflow Automation. I have tried changing it to {{Primary}},…
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How do I create a workflow to record a date in the future?
I have created a workflow that will record a date once a request has been approved. However, now I need to create a workflow that will document a review date 1 year from the approval date. I can select the record a date option, but it will be the current date not 1 year from that date. Any assistance would be greatly…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…
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Workflow from Harvest
Hi, I have time logs being imported from Harvest from multiple projects, I then want to split this data again using workflows into separate sheets with relation to a specific project. Eventually I want to roll this out between a team of people (around 10 people). Is this possible as I have other workflows that work fine,…
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Tracking record of Email notification in the sheet while sending reminder
Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in which I have created cross link sheet which has each approver reminder days setting. While sending approval request I want to…
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Send automated workflow emails on weekdays only
Is there a way to ensure workflow emails are only sent out on weekdays? I have a workflow set up to send update requests 2 days before a due date but I'd like them to only go out on weekdays. For example, if something is due on a Monday, instead of getting a notification on Saturday (which tends to be ignored), the…
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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Sharing Rows for Editing/Workflows
Hi all, I have a smartsheet which is an 'adverse events register'. When a form is filled out, the person will tick if this adverse event is a 'security', 'estates' or 'health and safety' event. Both the H&S and the Estates teams have smartsheet licenses, and have access to all of the information in the whole sheet. The…
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Automation workflows
Hello, I have set up a Request for approval automated workflow which is great. I then needed an automated work flow for an action and/or a decision. So I set that up by using the same request for approval automated work flow. In the email that the Owner who needs to carry out the action or decision receives it says 'status…
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Formula to calculate future annual date after initial maturity date has expired
I need to create a new column date in the future on an annual basis when the initial maturity date has expired. Below are the 3 columns I use to determine the initial contract end date based on effective date and the term. After the initial term the contracts then renew on an annual basis. Every contract period end date…
