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Help - Approval workflows with multiple approvers and conditions
I have an approval request that is currently set up like this: local leader approval is obtained. If these 3 conditions are met: a. if budget is greater than $5,000 or b. attendees = govt or c. carrier sponsorship = yes, then next level approval is required. Otherwise, requestor is notified of approval. Ditto with decline.…
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Record Date Workflow Issue?
Hello, I am currently trying to use the attached workflow to input today's date into a cell, whenever a checkbox is clicked. Any idea why this might not be working? Thanks, Leland
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Workflow is not sending attachments?
I have a workflow that sends me an email with specific fields when something changes. I also have the "an attachment" option selected so it will send the attachments as well. However when it gets triggered it sends me all the fields I am asking for, but is not sending the attachments. What am I doing wrong, or is this…
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Automation still running after 100% complete
Hi All, I can't seem to figure out why I'm still getting automated reminders when lines are 100% complete. Can someone look at my rules and provide assistance?
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Can you run an Automated Workflow on a Dropdown List?
I have a dropdown list and I want to run a workflow off of it so when one option is selected it notifies a user. When I select that column in the Automated workflow, I don't see the dropdown options. Can someone help point me in the right direction? I have used Automated Workflows for years and seems like this should be…
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How to get Automation Email to work
Hi, Ive been trying to get an automated email to work since last September and had to give up back then, although thanks to Andree I made some progress and thought I had it fixed. I enabled the automation for the first time this month after a couple of trials to myself and it doesn't work again. Smartsheet support are no…
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Approval Notifications or Simplification for multiple workflows
Currently, if you have an approval workflow that has Mutiple workflows, it will send notifications for each of the workflows. To prevent this, you have to add another condition prior to the notification. Basically, the first condition is not relevant once it gets past the approval notification. I would like the first…
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Allow "Move Row" or "Copy Row" to run on a time basis versus only "when triggered" for automation.
Recently ran into a hiccup where a "Move Row" action did not fully complete when an automation was triggered again and resulted in rows stuck unable to move to another sheet. I reached out to support and was advised to update the timing of the workflow to a time basis to prevent the issue from reoccurring. I tried to…
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Best method for saving updates across 2 sheets
Hi, I hope all reading are well! I have a question relating to the best way of obtaining updates across 2 smarsheets. Sheet 1 contains multiple columns of data, which are imported on a weekly basis from a 3rd party app. Each week the data from the previous data is overwritten with the new data. In Sheet 2 I would like to…
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Move row workflow not running
hello i have run into a problem where i have a workflow setup that automatically moves a row to another "Active" sheet when the decision column is set to active, and it works fine when i do it manually but i tried to add a vlookup formula to pull from another sheet that is filled from a form since you cant use forms to…