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Customization of Default Phrases in various areas
For vaious methods of communication, Smartsheet has default pre-populated messages: SEND, SEND UPDATE REQUEST, and others. Is there a way for us to customize these pre-populated messages - highlighted on the screenshot (and any other pre-populated verbiage)? So they are automatically pre-populated with our message?
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Requesting updates for parent/child rows with dependencies
I have a SmartSheet that I'm using to track my project manager's construction projects they are assigned to. We have some projects for which there are smaller phases that are broken out that I have shown as individual rows set up as child-parent. With dependencies enabled SmartSheet calculates the overall dates of the…
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Automate Update Requests
Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs on a monthly basis. For example, an update request would go out to a specific staff member to update the 4/24 column of LOEs…
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Automation actions across multiple sheets
Hi all, I have a client who prepares Smartsheet instances for clients of his own (I'll call them customers) in one very particular use-case. In an nutshell: The Cast: Sheet A, the core sheet Only my client's team can admin. New rows come into this sheet via form submitted by customer. Let's assume we have only three…
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Prepopulate Form for Update Request
We use forms to get information from our colleagues and we would want to send them a form prepopulated by their inputs so they can update the information if there are any changes. This would be very useful if we can automate the process and make the items mandatory
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Customize Text for Body of Update Request when sending 7+ lines
We've created an update request that needs instructions in the body of the email sent. It seems you cannot send that text if the receiver is getting 7 or more lines/updates to make. Is this really a limitation? Does anyone know of a workaround? Otherwise all that is sent is 'Please update my online sheet' which obviously…
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Do Update Requests ignore row locks
I am using quite a few workflows to automate a sheet. There can be situations where a row Update Request has gone to someone and before they respond to it another action causes the row to be locked. We've tested this scenario and it seems that the Update Request can be completed and the row is updated even though it is…
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Hidden Fields and Update Requests
Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
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Dynamic View - Visibility of Attachments & Comments
Dynamic View does not seem as user-friendly as in regular view/ sheet mode. Dynamic view - The attachments including photos are not viewable straight away as a small preview as they are in sheet view. It seems you need to download the image every time you need to view it. It also means when you view multiple photos, you…
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Grouping in Reports
I need to do something other than just group alphabetically or numerically by ascending or descending. I would like to be able to choose the order in which I see my "grouped" report. I feel like you can do it, you already sort of have it in the filtering set up in reports, you just have to assign a numbered system in which…