Conversations in Reports

cbrucher
cbrucher
edited 12/09/19 in Smartsheet Basics

I currently use reports tied to a central tracker to report out project updates to several different teams. Some of these projects require sharing of attachments and conversations about those attachments using the row's conversation tool. 

When individuals are tagged in these, the auto-email to their account links to the Sheet instead of the report where the conversation was added. Is there a way to route the auto-generated link to the report instead of to the source sheet?

Thanks!

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Is it possible to pull conversations into a report? I never see conversations show up when building the report.

    Thanks!

    Ross

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Ross,

    How do you mean?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

     

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I agree, it would be useful to view conversations on a report that can be used in a dashboard. For instance, using the conversations as an update thread to a project or task. Then displaying the comments for the previous week or month on a report that can be used in a dashboard to show the progress.

    Thanks

    David

  • Has the conversation on a report been answered. I have a similar need.