Update Requests
Discussion List
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Ability for PM's to select which projects they want to receive a status update request e-mailIn Formulas and FunctionsOn an ad-hoc basis I need project managers to be able to select which project(s) they want to receive the status update request so they can update accordingly. Currently In my dashboard I give them access to a separate "project select…Answered - Pending Review 9 views 2 comments 0 points Most recent by Jason Duryea Formulas and Functions
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Automated Workflow Condition was not met but workflow executedIn Using SmartsheetI created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Dis…
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Quickbooks & SmartsheetIn API & DevelopersSo. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for in…
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Automated Workflows LimitIn Using SmartsheetHi Is there any limit to how many "automated workflows" we can create in a single sheet? Asking because one of my projects is expected to have approx 30 automated workflows in it.
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Multiple Update Requests In One EmailIn Using SmartsheetGreetings - I currently have employees getting multiple update requests in one email. Please see the attached screenshot for an example. I am needing these to come thru as individual emails and not multiple update requests grouped into o…
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Update Requests to tiny urlIn Using SmartsheetIt would be nice if the Update Request Feature would generate a tiny url (that could be quickly copied to clipboard) so we could text it as an alternative to the email that is generated. We continually have to explain to outside folks to …
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(SS Gov and Gov email) How to resolve 'disable' link (Gov) when email sent to Gov customerIn Using Smartsheet(Note: I am posting the same @ different group/community. Please ignore if read already) Our experience with SmartSheet Gov (below) In the event of invitation from SmartSheet to become a member, edit a sheet and request for update, the em…
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Preserving Approval DateIn Formulas and FunctionsI heard in an ENGAGE 2018 video on alerts is that you can set an alert to request approval based on the values of one of the cells in the row. You can choose a column with drop-down properties to indicate that the alert was Submitted, Decl…
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Is it possible to copy an automation workflow from one sheet to another sheet?In Using SmartsheetI have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need t…
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Manual Workflow Trigger for Time Base AutomationsIn Using SmartsheetHello all, I was setting up a Workflow to trigger based on a condition at a certain time of day. It did not work, which is fine it was a test, but now in order to run that same test again, I have to move the trigger forward an hour and wa…
