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Re: Update Requests
Hi @FTesseneer,
We have a similar thing when a user submits a IT ticket, sometimes it needs to go to two separate sub-teams to action, in this instance we have two automations that run when a row is added or when a specific field changes to send notifications to each of the teams, those Update Requests then contain different fields depending on the team that they are sent to.
Hope this helps!
John
John_Foster
Re: Row update request
You're absolutely right that update requests should appear in the request log, even if they are sent to external suppliers who are not part of your company. However, there are a few reasons why they might not show up as expected:
- The row-level update request icon (envelope) only appears if the request is still pending.
- If the supplier submitted the update, the icon disappears, and the request is no longer listed as pending.
- You can still view the cell history to confirm changes made via the request.
- If the email address is incorrect or the user is deactivated, Smartsheet may not log the request properly.
- External users do not need a Smartsheet account, but the email must be valid.
If your organization has SSO or MFA policies for external collaborators, the request may not be delivered or logged unless the recipient complies.
- If the update request is triggered via automation, check that the workflow allows sending to unshared users.
- Go to Automation > Manage Workflows > Gear Icon and ensure βUnrestrictedβ is selected under notification permissions.
Naeem Ejaz
Re: Automation problem
I agree with @TVang about if using TODAY()
I, as a standard on every smartsheet, have an automation that runs every morning about 1am that saves today's date in a helper field I've called Analysis Date.
This updates my smartsheet every morning and makes sure it knows what Today is
This keeps all my formula in the smartsheet and any automations that are date & time triggered up to date and current. Otherwise the smartsheet is "asleep" until a record gets updated.
I was given this awesome advice several years ago and solved several issues that initially seemed totally unrelated.
Good luck
SueinSpain
Re: Target Start/End Date
@mel_berk In the Smartsheet Learning Center, Level 1 Foundations section 3 Rows and Hierarchy notesthe impact of start/end dates when dependencies are enabled. Screenshot below.
Resources:
1) Activate Dependencies and user Predecessors in Grid and Gantt View
2) Project Settings in Grid and Gantt View
Re: Tracking Which Reviewers Have Not Submitted Forms Across Multiple Sheets
As I tested, the SUMIF method did not work because the SUM({Checkbox Column Range}) returned 0.
My solution is similar to Jgorsich's in that it uses multiple reviewer-submission reference pairs, but it uses the COUNTIFS function.
I guess the value of a Boolean column, like a checkbox, is 'true', and summing will return 0. In some cases, replacing 'true' with '1' works, but not in this case.
In the formula, I used nine reviewer-submission reference pairs, for a total of 18.
[Completed]
=IF(ISTEXT(Reviewer@row),
COUNTIFS({Students : Reviewer 1}, Reviewer@row, {Students : Reviewer 1 Submission}, true) +
COUNTIFS({Students : Reviewer 2}, Reviewer@row, {Students : Reviewer 2 Submission}, true) +
COUNTIFS({Students : Reviewer 3}, Reviewer@row, {Students : Reviewer 3 Submission}, true) +
COUNTIFS({Faculty : Reviewer 1}, Reviewer@row, {Faculty : Reviewer 1 Submission}, true) +
COUNTIFS({Faculty : Reviewer 2}, Reviewer@row, {Faculty : Reviewer 2 Submission}, true) +
COUNTIFS({Faculty : Reviewer 3}, Reviewer@row, {Faculty : Reviewer 3 Submission}, true) +
COUNTIFS({Scholarships : Reviewer 1}, Reviewer@row, {Scholarships : Reviewer 1 Submission}, true) +
COUNTIFS({Scholarships : Reviewer 2}, Reviewer@row, {Scholarships : Reviewer 2 Submission}, true) +
COUNTIFS({Scholarships : Reviewer 3}, Reviewer@row, {Scholarships : Reviewer 3 Submission}, true))
For example, regarding the student-reviewer-submission pairs, I created the two cross-sheet references, as shown below.
Below are the sample sheets for this demo solution.
P/S
I also created a solution to retrieve the Reviewer values from those sheets automatically.
First, I created a helper sheet, 'All reviewers', to get all the distinct reviewer names from those three sheets.
[No.]
=MATCH([Row ID]@row, COLLECT([Row ID]:[Row ID], Sheet:Sheet, Sheet@row))
[Reviewer Contact]
=IFERROR(
IF(Sheet@row = "Students", INDEX(DISTINCT({Students Range 1-3}), [No.]@row),
IF(Sheet@row = "Faculty", INDEX(DISTINCT({Faculty Range 1-3}), [No.]@row),
IF(Sheet@row = "Scholarships", INDEX(DISTINCT({Scholarships Range 1-3}), [No.]@row)
))), "")
Then, I use the names to populate them in the first sheet with the following formula;
=IFERROR(INDEX(DISTINCT({All Reviewer : Reviewer Text}), [No.]@row), "")
Re: Automation problem
@maineL, if you're using the TODAY() function in the [Today's Date] column, then consider using a different column as the trigger. The reason is that TODAY() is not calculated until the sheet is opened and saved. In other words, [Today's Date] is blank at the time the new row is created and the workflow is triggered.
Use the auto number column if you have that in the sheet. This field/column will always contain a value.
Cheers!
Re: Automation problem
Ooo!! Good point, while playing around with this in a scratch sheet I got this notification:
Are your permissions set to allow anyone to get that email? (Do you get the email if you test it with your name in the "alert" box/)
Re: Custom Visualizations in Card View: horizontal rows & swim lanes
Card view has a great ability to work as an Agile format for a subsection of our team, while maintaining the overall picture for the full team. Because Card view maximized the screen real estate, I prefer Card view over Board View. I would like to offer some enhancement opportunities for Card View: (1) ability to create a card w/out scrolling to the bottom of the column to click "+" ; 2) I'd like to add a subtask to a card that does not already have subtasks. You can add subtasks to a parent card which already has subtasks, but not a card that does not. 3) add swim lanes to card view to further separate various tasks, and 4) ability to eliminate columns in the card view from the dropdown that are not wanted. Thanks.
Re: Document Builder: Mapping images that are saved in a cell
Hi Jacque - I found a workaround for this! I created a fillable form in Adobe PDF, inserted a fillable image field, then mapped the column to the appropriate image field. Smartsheet pulled the image from that row, that column into my generated document.
Also, discovered that I can insert a picture directly into a cell. I used the mobile app and selected the cell on the grid. My apple phone prompts me to take a picture.
Re: IF and AND for driving progress bar Symbol
Percentages are between 0 and 1, 50% = 0.5.
Additionally, right now your formula doesn't account for a value like 35.5% at all. If() statements stop at the first true result, so you can always presume every test before is false and rewrite like this:
=IF([% Complete]@row = 0, "", IF([% Complete]@row <= 0.35, "Quarter", IF( [% Complete]@row <= 0.65, "Half", IF([% Complete]@row <= 0.90, "Three Quarter", "Full"))))
Jgorsich











