smartsheet access for more than 1 person at the same time

Kristy Moreno

I use smartsheet for staff to assign themselve to rows (or dates) to cover staffing. When 2 people access the form at the same time they are able to assign themselves to the same date (row) and are both notified that they are assigned for that date. I (as manager) also get 2 seperate emails confirming that each of them have the same date. Is there any way to eliminate this option?

Kristy Moreno

This question is specific to when an Update Request is sent out via email. My staff are accessing the update request and do not see that another person is in the request at the same time and they both assign themselves to the same date.

Andrée Starå

Hi Kristy,

Would it work if you sent the update request to one first and the second person afterward or similar?

Can you describe your workflow in more detail?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting