Update request report
Hello,
Is there a possibility to show all update requests of all planning sheets in 1 report?
Kind regards
Stéphane
Best Answer
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Excellent!
I'll get back to the post if I come to think of something else!
Have a fantastic weekend!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi Stéphane,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment to have your vote added
There might be a possibility for a workaround.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andrée,
Thanks for your answer.
We work with multiple, separate planning sheets. Today every sheet needs to be opened by the project coordinator to check if an update request has been sent or updated.
The idea is to have an overview of all the requests (new and updated).
Does this help?
Kr
Stéphane
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Happy to help!
Are the update requests automatic or manual?
Either way, one method could be to include a checkbox or similar that they need to check and that could trigger conditional formatting or an alert or show up in a report or similar.
What do you think? Could that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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It is a nicely found workaround.
Unfortunately, this would require an additional handling from the responsible of the task that could easily be forgotten.
The registration weather an update is new of has been updated should be done automatically (so not requiring for example an associate to check a box indicating that this is the case).
Kr, Stéphane
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Ok.
Is it always the same cells that need to be updated?
Can you describe the process in more detail?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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No, it is not always the same cell or task that needs to be updated.
I don't know how I can to describe in more detail.
Kr, Stéphane
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Ok
If it's not the same, my idea won't work.
One last idea, will there be any changes made to the row(s) before the update request is updated?
Please submit an Enhancement Request when you have a moment to have your vote added
✅Please help the Community by marking the post that helped answer your question or solve your problem with the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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That is possible.
For your info: I will sent an enchancement request.
Kr, Stéphane
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Excellent!
I'll get back to the post if I come to think of something else!
Have a fantastic weekend!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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