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Update Requests via Dynamic View
I think I know the answer, but am I able to set up an Update Request workflow automation that comes from Dynamic View? I need some individuals to be able to update certain fields, but we do not want to give them editor access to the main Smartsheet. So we created a Dynamic view for them to make updates, but I need to…
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Workflow in Parallel not sequence
To limit the amount of workflows, I was hoping to create a workflow that has 1 trigger but many actions that happen at the same time. Rather than waiting for the pervious one to happen. Currently my workflow looks like the brown example, and only sends the first request all the way at the left.
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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"…
