Update Requests

Discussion List

• 
  Can update requests not be combined by recipient?Accepted Answer

  Accepted Answer Dustin Shuman 7 views 1 comment 0 points Most recent by Andrée Starå 03/27/20Using Smartsheet
  First post 03/27/20,Last post 03/27/20
  While I understand the benefits of a sheet's workflow combining multiple rows into 1 update request, if the email field for all of those rows match, is there a way to not combine and send an email per row, meaning a user may get multiple e…
  Using Smartsheet71
  Dustin Shuman
• 
  HELP with a large sheet and table layout/conditional formattingAnswered Question

  Answered Melisa Dannhauser 32 views 2 comments 0 points Most recent by Melisa Dannhauser 03/23/20Using Smartsheet
  First post 03/20/20,Last post 03/23/20
  I spent 15 hours trying to organize my data in an efficient way and just can't come up with a good solution. Smartsheet is great but SO limiting if you are used to Excel. I have 200+ sites that each has 31 activities. Each activity has 3 d…
  Using Smartsheet322
  Melisa Dannhauser
• 
  *NEW: Proofing using ReportsAccepted Answer

  Accepted Answer amontemayor 100 views 24 comments 1 point Most recent by Geoff Baker 03/18/20Using Smartsheet
  First post 10/01/19,Last post 03/18/20
  The new Proofing capability is something we would like to implement in our department, but we are having issues with accessing this in Reports. We see that Proofing can be done in the main smart sheet, but our Artists access new design req…
  Using Smartsheet10024
  amontemayor
• 
  Multiple Update Requests In One Email

  Jack C 73 views 6 comments 0 points Most recent by Manuel Seubert 03/18/20Using Smartsheet
  First post 09/03/19,Last post 03/18/20
  Greetings -  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…
  Using Smartsheet736
  Jack C
• 
  Private Comments

  MikeCorvin 59 views 6 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 11/07/19,Last post 03/12/20
  I am trying to figure out if there is a way to make a Private Comment in Smartsheet?  Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be …
  Using Smartsheet596
  MikeCorvin
• 
  Can I add a specific row to an email from a workflow?Answered Question

  Answered Distribution Team 17 views 2 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 03/10/20,Last post 03/12/20
  I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task…
  Using Smartsheet172
  Distribution Team
• 
  Is it possible to copy an automation workflow from one sheet to another sheet?

  sdonnelly 83 views 5 comments 2 points Most recent by Andrée Starå 03/10/20Using Smartsheet
  First post 01/22/20,Last post 03/10/20
  I 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…
  Using Smartsheet835
  sdonnelly
• 
  Update confirmation email from completed Update Request

  RebeccaM 81 views 2 comments 1 point Most recent by Neisha Fredericks 03/04/20Using Smartsheet
  First post 08/09/19,Last post 03/04/20
  We have noticed when using an Update Request that the Requester and Requestee (who completes the update) BOTH get an automatic email "Update Confirmation."  Our Requestees do not want to receive the automatic email confirmation (…
  Using Smartsheet812
  RebeccaM
• 
  Can I get a notification when a new collaborator has been added to a sheet?Accepted Answer

  Accepted Answer ivonne.mejiaberzunza87666 25 views 2 comments 0 points Most recent by ivonne.mejiaberzunza87666 03/03/20Using Smartsheet
  First post 02/13/20,Last post 03/03/20
  Hello, I have multiple sheets and dashboards created for different departments. We are allowing editors the ability to add collaborators to their sheets. I need to track who has been added as a new collaborator across all the multiple she…
  Using Smartsheet252
  ivonne.mejiaberzunza87666
• 
  Coming in 2019: Recurring Workflows

  Andrée Starå 671 views 25 comments 0 points Most recent by Andrée Starå 03/02/20Using Smartsheet
  First post 02/14/19,Last post 03/02/20
  Hi All, Great news! I just got a message that Recurring Workflows are coming soon. Customers have requested the ability to set up workflows that repeat on a regular schedule. We're preparing recurrence for time-based workflows so you c…
  Using Smartsheet67125
  Andrée Starå
• 
  Sending a form with automationAccepted Answer

  Accepted Answer Blake Ingram 122 views 7 comments 0 points Most recent by Paul Newcome 03/02/20Using Smartsheet
  First post 12/16/19,Last post 03/02/20
  I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it…
  Using Smartsheet1227
  Blake Ingram
• 
  Row Id in email

  bcromie 57 views 2 comments 0 points Most recent by bcromie 02/21/20API & Developers
  First post 11/02/19,Last post 02/21/20
  Hi! I'm trying to generate custom PDFs with a specific template from a smartsheet row. The workflow currently uses an automation to send an email when the row is "done". Right now, that email contains the "Row Number" …
  API & Developers572
  bcromie
• 
  Include Column Description in Update Request Form or Form to Update Existing Rows

  ATilley 102 views 5 comments 3 points Most recent by Michelle Payette 02/21/20Using Smartsheet
  First post 01/24/19,Last post 02/21/20
  It would be incredibly helpful if the column descriptions were included in the update request form. We will request information from users who do not have access to the sheet and likely will be unfamiliar with the type of information that …
  Using Smartsheet1025
  ATilley
• 
  Quickbooks & Smartsheet

  JeremiahHorstick 587 views 13 comments 0 points Most recent by Andrée Starå 02/19/20API & Developers
  First post 07/26/19,Last post 02/19/20
  So. 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…
  API & Developers58713
  JeremiahHorstick
• 
  Add Actual start and completion date based on status column

  jitendra.khatri102252 56 views 3 comments 0 points Most recent by Andrée Starå 02/16/20Formulas and Functions
  First post 09/09/19,Last post 02/16/20
  All,   I want to fill date column based on status column. 1) If status is  "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by t…
  Formulas and Functions563
  jitendra.khatri102252
• 
  Drag & Drop Emails from Outlook to Smartsheet in Chrome & Email is Deleted from Outlook

  mschwahn 318 views 11 comments 0 points Most recent by Andrée Starå 02/14/20API & Developers
  First post 10/21/19,Last post 02/14/20
  When dragging the email from my Outlook window to Smartsheet in Google Chrome it removes the file from my Outlook entirely and the email is gone. I tested this in MS Edge and confirmed it does not happen when using Edge; the file copies a…
  API & Developers31811
  mschwahn
• 
  Losing data when multiple users making changes at the same time

  Gita Puvvada 47 views 2 comments 0 points Most recent by Andrée Starå 02/14/20Using Smartsheet
  First post 01/17/20,Last post 02/14/20
  Hello, I am having the exact same issue as Thor did in 2015 - https://community.smartsheet.com/discussion/385/losing-data-2 I sent out a current user view report to my project managers and when they all update their individual rows/report…
  Using Smartsheet472
  Gita Puvvada
• 
  Automated Workflow Emails Look Like Span

  JoeS 26 views 2 comments 0 points Most recent by Don Young 02/07/20Using Smartsheet
  First post 10/07/19,Last post 02/07/20
  Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
  Using Smartsheet262
  JoeS
• 
  Drop Down List Data Validation

  kaitlin 311 views 9 comments 0 points Most recent by jamieG 02/07/20Using Smartsheet
  First post 05/22/19,Last post 02/07/20
  My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet.  The biggest is the inability to create a drop down list that us…
  Using Smartsheet3119
  kaitlin
• 
  Alerts and Actions not working

  Heba H. 82 views 10 comments 0 points Most recent by Andrée Starå 02/04/20Formulas and Functions
  First post 01/26/18,Last post 02/04/20
  Hi,  I have a sheet where the RYGG is automated based on the due date (overdue=red, due date +2=yellow, the rest=green). I then set up the alerts ("Send a notification") so when the status turns yellow one email goes out, and wh…
  Formulas and Functions8210
  Heba H.
• 
  Automated update request not working

  karen.michel99046 51 views 7 comments 0 points Most recent by Andrée Starå 02/02/20Using Smartsheet
  First post 08/06/19,Last post 02/02/20
  Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in …
  Using Smartsheet517
  karen.michel99046
• 
  Need a way to identify if a row has been approved/rejected via proofingAccepted Answer

  Accepted Answer Amit Wadhwani 24 views 1 comment 0 points Most recent by Andrée Starå 01/29/20Formulas and Functions
  First post 01/29/20,Last post 01/29/20
  Hi, I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row? F…
  Formulas and Functions241
  Amit Wadhwani
• 
  No Consolidation w/Double Bracket Placeholders?

  SYSPK 47 views 10 comments 0 points Most recent by Andrée Starå 01/27/20Using Smartsheet
  First post 11/08/18,Last post 01/27/20
  There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them? NOTE: Adding placeholders to your messages may possibly result in you rece…
  Using Smartsheet4710
  SYSPK
• 
  Introducing Automated Workflows and Recurrence

  Announcement Shaine Greenwood 531 views 16 comments 0 points Most recent by Paul Newcome 01/17/20Announcements
  First post 05/13/19,Last post 01/17/20
  Community— We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now: Consolidate multiple automated actions into sophisticated workflows, including multi…
  Announcements53116
  Shaine Greenwood
• 
  Sharing folders

  Dan Seidler 497 views 5 comments 0 points Most recent by Paul Newcome 01/17/20Using Smartsheet
  First post 07/12/18,Last post 01/17/20
  Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets". One department has close to 100 files in Smartsheet.  We want to use Smartsheet in other departments as well,…
  Using Smartsheet4975
  Dan Seidler
• 
  Avoid access to smartsheet when request for update

  François Cales 60 views 4 comments 0 points Most recent by Cheryl Camacho 01/10/20Using Smartsheet
  First post 11/18/19,Last post 01/10/20
  First of all, english is not my native langage, please excuse my mistakes.   Hello all,   I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able …
  Using Smartsheet604
  François Cales
• 
  Save Button For WebformsAnswered Question

  Answered Jia Lee 42 views 1 comment 0 points Most recent by Genevieve P 01/09/20Using Smartsheet
  First post 01/08/20,Last post 01/09/20
  Hello Smartsheet, I have seen multiple threads from as far back as 2015 asking for a save button for webform https://community.smartsheet.com/discussion/1909/saving-coming-back-to-a-partially-complete-web-form https://community.smartsheet…
  Using Smartsheet421
  Jia Lee
• 
  Row edit feature and sheets

  tcanelli41471 79 views 3 comments 0 points Most recent by Andrée Starå 01/09/20Premium Apps and Integrations
  First post 03/15/18,Last post 01/09/20
  Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by differe…
  Premium Apps and Integrations793
  tcanelli41471
• 
  Alerts and Notifications

  dawn73751 29 views 3 comments 0 points Most recent by director62476 01/05/20Using Smartsheet
  First post 01/02/19,Last post 01/05/20
  Hi everyone!  New to Smartsheet and trying to figure out the automation aspect - which is what really sold us on the software.  So, I have a question - is it possible to send out notifications/alerts based on specific changes within a row…
  Using Smartsheet293
  dawn73751
• 
  Update Request Glitch

  SYSPK 54 views 4 comments 0 points Most recent by Andrée Starå 12/29/19Using Smartsheet
  First post 12/06/19,Last post 12/29/19
  For the past 3 days, our update requests have been going out with glitches. When our staff presses the blue button to open up the form, instead of seeing the row information we sent out, they see pages of the text that we put in the messag…
  Using Smartsheet544
  SYSPK