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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…
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Automation Workflow "run once"
I have a date field that when reached I want to send a reminder email to the users. My question is will this automation literally run once when the next send reminder date is reached or will it run once each time one of those dates is reached.
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Troubleshoot Workflows/notification not going to specific people (index/match formula driven)
Hello! I have a universal intake sheet to manage a variety of request. Assigned approvers are populated based on index/match formulas using a contact column. The notifications are working for everyone except one person. Oddly enough, when I push the notification as a test (and notify me), I don't get the notification…
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Leave automation conditions in when workflows break
I recently got the "Workflow has been deactivated" email on a sheet that I inherited in a large workspace from a former team member. However, when I went in to troubleshoot the error, I was unable to because the name of the sheet it referenced was gone, replaced by "unknown sheet". It would be much more helpful if we could…
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How do I have tiered authorizations?
As noted in the attachment, what I am looking for is a system of sign-offs where each person can sign off on a document and then it automatically fowards to the next person in line OR if the have changes, it gets sent back to me.
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AI to write sheet technical documents
AI should have the capability to generate technical documentation by analyzing column formulas and automations to produce a flowchart as well as a document explaining what the formulas do. This could save several hours of manual work. While platforms like Copilot can assist by analyzing formulas, the process remains…
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Copy workflow between sheets.
Sometimes it happens that I have the same workflow in many sheets. If minor change is needed I need to update the same workflow in multiple sheets instead of editing it in one and copy to others.
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Looking for Inspiration: Attendance reporting/matching
Hello Community, I am not sure where to start with this project: I have a class attendance sheet that I'd like to build further and I'm not sure where to go with it. Here are the parameters: I have several groups of participants (cast members for various entertainment productions). Each group has different numbers, as they…
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Numbers in Form
My Regional Number Settings are: 2 500,00. In the Form, I have a field that only allows numbers. Form input rows to the worksheet. Unfortunately, the Form doesn't allow the "," entry. In the Form, the number must be entered as 2500.00. However, such a value transfered to the column (with setting as Text/number) in…
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How do I include a hyperlink to a website in the "customize message" in a workflow?
I am trying to figure out how include a hyperlink to a website/resource in the "customize message" section of the "alert someone" filter in a workflow for people who submit content to our calendar. Is there a way to do this? Whenever I try to include, the link will not pull through when I paste in the box…
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Copy Automation Workflows
When copying a workspace via API, I would like it to copy the automation workflows for each sheet, as it does when copying in the UI.
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#Circular Reference
I am trying to create a workflow where if the "Pull Date" cell is in the next 14 days, the value in the Status column changes to "Upcoming". The workflow did not work. So, Smartsheet AI suggested formula =IF([Pull Date]@row <= TODAY() + 14, "Upcoming", Status@row ). I put this formula in the Status cell and get #Circular…
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Workflow and attachments function (version control)
I have a workflow with approval request for several approvers in sequence. The email notification to the first approver shows several selected fields including the attachments. As the first approver has "editor" rights to the SmartSheet, this person will also have the option of "Upload Files" through the approval request…
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Workflow and attachments function (version control)
I have a workflow with approval request. The email notification to the approver shows several selected fields including the attachments. As the approver has "editor" rights to the SmartSheet, the approver will also have the option of "Upload Files" through the approval request email. Which is great. However, SmartSheet…
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Best Practice: Automatically Lock Rows After Status Changes?
Hi everyone 👋 I’m working on a workflow where once a task is marked “Completed”, I’d like to automatically lock that row to prevent any accidental edits. I know you can manually lock rows or use automation to change values, but is there a native way to auto-lock a row after a specific status update? Or is the only option…
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Issue with 'Move Row' Automation
I have a Risk Log with the 'Move Row' automation. The intent is to move rows on the 1st of each month if a risk is closed and the 'Date Closed or Resolved' is more than 2 years ago. When the automation ran recently it moved a closed risk dated 12/12/24, which shouldn't have moved since it's not more than 2 years ago. Does…
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Receiving multiple emails from single workflow
Good morning and happy Friday! I'm hoping someone might be able to help me figure out why myself and others are all receiving multiple emails when a workflow is triggered. I did recently move this particular smartsheet from Sheets to Workspaces, so maybe that caused an issue? But what's happening is, I have an approvals…