update request and approval request

Peter

Hi there,

1st: Is it possible to set a reminder if someone didn't update after he got an update request? 

2nd: Is it possible to set a cell value with the date when a approval request is replied.

Many Thanks Peter

Schiff A.

Hi Peter,

Those features aren't currently available. You can let our product team know that you'd like these types of feature by clicking on the "Submit Product Enhancement Request" link on the right-side pane.

Thanks!

Schiff

Smartsheet Support

 

Marcin P

Hi Peter,

I think you can make a bypass to your requirements:

1. If you set up column with 'auto-date created' for when task has been created and the other column with date which contain today's date =today(), then in the 3rd column you can count number of days between these two dates and then set up separate update request when number of days is larger than for example 5 and cell that has to be updated is empty,

like =IF(AND([COLUMN TO UPDATE BY UPDATE REQ.]1 = ""; [DIFFERENCE IN DATES]1 > 5); 1; 0).

So you can set up update request based on value 1.

2. i think this requires timestamp function which is not available, but you can try to use modified-date column if there is no further changes in this task.

Please let me know if it works for you.

BR

Marcin

 

 

Peter

Many Thanks,

1. If I understand correct this only works when the line is created the first time. I would need it every 180 days. The reason is that we have to check the driving licenses all 180 days. I want to automize this procedure by sending an update request every 180 days. When the new copy of the driving license is uploadet a guy gets an approval request. That works fine ... But what is when the update request is ignored ... than this great process doesn't work :-(

And the date of the answer to the approval request should start the 180 days again. 

 

br

Peter

Peter

many thanks ... done

Marcin P

Peter,

So do you need some kind of trigger that will count 180 days from the first issue of driving license and then start counting again, right? Then such trigger would send approval request and start counting again.

is that correct?

Peter

1. send update request to the  holder of driving licence (or first upload in onboarding process)
2. holder of driving licence uploads a actual copy of his driving licence
3. other guy get's approval request when new (version) upload is done - he has to check if the license is valid
4. this guy signs free with the appoval request form
5. then the 180 days start again

sounds complicated ... but is very easy. 

 

Marcin P

1 to 4 are clear.

5. I think that the easiest way to make it is to count days like TODAY - Issue Date, and then create other column that contains formula like =IF(OR([No of days since issue]1 = 180; [No of days since issue]1 = 360; [No of days since issue]1 = 540); 1; 0), so you'd send approval request only if number of days would be 180, 360, 540, 720, etc...

then you need to set up approval request to be sent whenever trigger column changes to value of 1.

Please let me know if this is solution for you. I hope it is.

BR

Marcin

Peter

I think I wait for a function like timestamp for approval date/time. Since the activity protocol is available I think this is not very complicated to realize for smartsheet. In the meantime i use a update request for it and the guy must set the date to the actual date. The update requests for the drivers are "not in the last 180 days" from this date.

So it will work, but not so fine as it could be with the time stamp functionality

Many Thanks for your input.