Conversations in Reports
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!
Answers
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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
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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Is it possible to pull conversations into a report? I never see conversations show up when building the report.
Thanks!
Ross
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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, andree@getdone.se)
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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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
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Has the conversation on a report been answered. I have a similar need.
paul e. reeves
Principal Business Analyst
HMH
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I have the same need to run a report on the conversations from a sheet between two dates. Please advise.
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