Update Requests

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Update Requests

 

Discussion List

  • SYSPK
    SYSPK 28 views 9 comments Most recent by Andrée Starå Using Smartsheet
    First post 11/08/18,Last post 01/22/20
    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 Smartsheet289
    SYSPK
  • sdonnelly
    First post 01/22/20,Last post 01/22/20
    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 Smartsheet131
    sdonnelly
  • Gita Puvvada
    First post 01/17/20,Last post 01/17/20
    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 Smartsheet200
    Gita Puvvada
  • Shaine Greenwood
    Announcement Shaine Greenwood 156 views 15 comments Most recent by Paul Newcome Announcements
    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…
    Announcements15615
    Shaine Greenwood
  • Dan Seidler
    Dan Seidler 119 views 5 comments Most recent by Paul Newcome Using 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 Smartsheet1195
    Dan Seidler
  • amontemayor
    Accepted Answer amontemayor 43 views 20 comments Most recent by BrianBosché Using Smartsheet
    First post 10/01/19,Last post 01/10/20
    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 Smartsheet4320
    amontemayor
  • François Cales
    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 Smartsheet334
    François Cales
  • Jia Lee
    Answered Jia Lee 22 views 1 comment Most recent by Genevieve P. Using 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 Smartsheet221
    Jia Lee
  • tcanelli41471
    tcanelli41471 46 views 3 comments Most recent by Andrée Starå Premium 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 Integrations463
    tcanelli41471
  • dawn73751
    dawn73751 15 views 3 comments Most recent by director62476 Using 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 Smartsheet153
    dawn73751
  • SYSPK
    SYSPK 36 views 4 comments Most recent by Andrée Starå Using 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 Smartsheet364
    SYSPK
  • James Gunther
    First post 12/17/19,Last post 12/17/19
    What about a sheet to roll up all open tasks of each project owners sheets so a managed worked flow to request updates would include all updates needed for all the project owners sheet actions? This way they are not getting a lot of separa…
    Using Smartsheet279
    James Gunther
  • Blake Ingram
    Accepted Answer Blake Ingram 48 views 4 comments Most recent by Andrée Starå Using Smartsheet
    First post 12/16/19,Last post 12/16/19
    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 Smartsheet484
    Blake Ingram
  • MikeCorvin
    MikeCorvin 26 views 4 comments Most recent by Andrée Starå Using Smartsheet
    First post 11/07/19,Last post 12/12/19
    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 Smartsheet264
    MikeCorvin
  • lisarae723
    lisarae723 36 views 6 comments Most recent by Andrée Starå Formulas and Functions
    First post 12/04/19,Last post 12/08/19
    Hi everyone! Im having issues with a status column. My goal is to update the status if a job has hit 10 days or more and has not been approved yet. I was going to trigger it by using the (system column) "Last Modified"  Here's …
    Formulas and Functions366
    lisarae723
  • E Sa
    E Sa 27 views 3 comments Most recent by Andrée Starå Using Smartsheet
    First post 12/05/19,Last post 12/06/19
    I understand this is not a place to deal with indivisual cases, but as I cannot reach anyone in Smartsheet, I've decided to write here. Thought I've been trying to contact Smartsheet since mid-November either through "Contuct us"…
    Using Smartsheet273
    E Sa
  • KDub618
    KDub618 35 views 2 comments Most recent by Paul Newcome Formulas and Functions
    First post 12/04/19,Last post 12/05/19
    Hi All,  I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
    Formulas and Functions352
    KDub618
  • MikeCorvin
    MikeCorvin 34 views 3 comments Most recent by Andrée Starå Using Smartsheet
    First post 12/04/19,Last post 12/04/19
    Is there a way to alter the Column Headers? IE Bold or Sizing or Font? I haven't seen any of these options but I just want to verify that it is truly the case.
    Using Smartsheet343
    MikeCorvin
  • Billy Heidt
    Closed Billy Heidt 90 views 24 comments Most recent by Cole.Kirchner Archived 2016 Posts
    First post 03/18/16,Last post 12/04/19
    It would be great if Smartsheet could provide a count of rows in an already generated reports, and if that count could be cell inked to.     This is not the same as criteria based counting in a sheet, which is great unless you are trying…
    Archived 2016 Posts9024
    Billy Heidt
  • skarkhoff
    skarkhoff 20 views 1 comment Most recent by Paul Newcome Formulas and Functions
    First post 12/03/19,Last post 12/04/19
    I'm sure this is simple, but I've searched for a while and haven't found anything similar!  I have a sheet set up to track each piece of marketing collateral.  It starts w/ the beginning quantity (say 100 pieces) and deducts the number of…
    Formulas and Functions201
    skarkhoff
  • Melanie Kourbage
    First post 11/27/19,Last post 11/27/19
    Is it possible to set up an automated, weekly request for individuals to complete a Smartsheet form? Individuals would be adding new rows each week, not updating existing rows. Therefore, I can't tie the workflow to a specific condition. T…
    Using Smartsheet241
    Melanie Kourbage
  • @CollabMeganPMP
    @CollabMeganPMP 74 views 46 comments Most recent by Ezra Using Smartsheet
    First post 10/15/19,Last post 11/26/19
    I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more contex…
    Using Smartsheet7446
    @CollabMeganPMP
  • Melany  Tenore
    Melany Tenore 29 views 4 comments Most recent by Andrée Starå Using Smartsheet
    First post 11/25/19,Last post 11/26/19
    Hi - I have been searching through old posts and I see many mentions of a new feature that's hopefully coming soon to be able to track time in a column (24 hour format would be great). Any update as to when this may be available? Thank you…
    Using Smartsheet294
    Melany Tenore
  • DanR
    DanR 29 views 2 comments Most recent by DanR Using Smartsheet
    First post 11/25/19,Last post 11/26/19
    Sending a single update request does not always generate a response because many people are not good about answering all their emails, and then it gets lost in old email. I'd like to generate a daily update request that begins on a set day…
    Using Smartsheet292
    DanR
  • PMA98681
    PMA98681 32 views 1 comment Most recent by Andrée Starå Premium Apps and Integrations
    First post 11/25/19,Last post 11/26/19
    Good Day All,  I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view?  Let me propose a…
    Premium Apps and Integrations321
    PMA98681
  • Jesse L
    Jesse L 57 views 6 comments Most recent by Brian Mac G Using Smartsheet
    First post 03/26/18,Last post 11/22/19
    I've seen posts going back 3 years that address this subject, and it's little mind blowing that a feature as basic and essential as this does not seem to be possible yet. My team works on multiple projects each day, and each project has at…
    Using Smartsheet576
    Jesse L
  • Jessie*99
    Jessie*99 16 views 1 comment Most recent by Alejandra Using Smartsheet
    First post 11/20/19,Last post 11/22/19
    When multiple people are assigned to a project in a row, on a test, only one person can update the row and others receive an error. They receive the following error on the update request email. Is the expected outcome is only one person c…
    Using Smartsheet161
    Jessie*99
  • Nasir@EBC
    [email protected] 21 views 1 comment Most recent by Andrée Starå Using Smartsheet
    First post 11/21/19,Last post 11/21/19
    Hi  I recently came across 2 date-related options which look inconsistent within the app.  Would be grateful if the smartsheet development team can address it soonest! The Inconsistency:  In the Workflow-Automation we can set a Condi…
    Using Smartsheet211
    [email protected]
  • bcase24986
    bcase24986 27 views 3 comments Most recent by Andrée Starå Using Smartsheet
    First post 11/19/19,Last post 11/20/19
    While I can see the Row Action Indicators column in my master sheet, there does not appear to be a way to show these on a report.  I have a process where I have sent an automated Update Request.  In my sheet, I can see the pending Update R…
    Using Smartsheet273
    bcase24986
  • Julie Wellens
    Julie Wellens 14 views 1 comment Most recent by Andrée Starå Using Smartsheet
    First post 11/18/19,Last post 11/19/19
    We are working with an approval workflow.  In this approval flow the user has the possibility to change important things in the approval request. Problem: approval request is already sent We solved this by generating a new approval requ…
    Using Smartsheet141
    Julie Wellens