Update Requests

Discussion List

  • find and replace text in an already created update request.
    In Using Smartsheet
    I have update requests set for each employee's annual review. I would like to change one bit of text in the preformatted email. Is there a way to do this? Specifically, the line reads: Contact Mary Beth or Jesse.  I would like to remove …
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    31 9
    31 views 9 comments Most recent by Scott Willeke Using Smartsheet
  • Card View multiple perspectives
    In Archived 2016 Posts
    The Card View is awesome, creates verticle swimlanes for each value in a drop-down field.    I'm wondering if there is a way to add a second perspective to the Card View from a second drop-down field. The secondary values would render as…
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    Closed 181 views 13 comments Most recent by Ramsay Zaki Archived 2016 Posts
  • Automation - Request Update
    In Using Smartsheet
    Hi. I'm looking for help troubleshooting an issue I"m having with Automation in smartsheet.  I set up a recurring request for updates to run each Friday at 8:00 AM PST to all Assigned To users in the sheet.  The problem I'm having i…
    41 6
    41 views 6 comments Most recent by Scott Willeke Using Smartsheet
  • Generate reference after box ticking
    In Formulas and Functions
    Hi all, Been trying to look for my solution here, but i can't seem to find it. Hopefully someone can help me. I have a supplier approval database with supplier info, several checkboxes for required docs, etc. Also have an approval colum…
    11 views 5 comments Most recent by Andrée Starå Formulas and Functions
  • Can a Viewer Respond to an Update Request?
    In Using Smartsheet
    Can''t find an answer to this.  I need people to be able to respond to update requests and enter info there, BUT NOT enter anything at the sheet level.  Can a viewer do this? Thank you!!
    31 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow Question - Decline with An Attachment
    In Using Smartsheet
    Wondering if anybody encountered the same situation here.   I have a very simple mechanical drawing approval workflow that works fine if the approver only click on "Approve" or "Decline" button. The approval column w…
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    141 views 10 comments Most recent by Scott Willeke Using Smartsheet
  • Importing\Uploading Information
    In Formulas and Functions
    I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this?  IE You take a sheet from Excel, that will continue to be used, and import it into S…
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    51 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Recording the date of a specific update and locking that date?
    In Archived 2015 Posts
    Greetings SMARTsheeters...   Not sure if what I'd like to do is possible in SMARTsheet, but here goes...   I'm working on a SMARTsheet that receives data adds and modifications from SMARTforms and autoupdate email requests.  There will…
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    Closed 1.2K views 6 comments Most recent by J. Craig Williams Archived 2015 Posts
  • Enhanced Color Options?
    In Archived 2017 Posts
    It would be really great to have more color options for formatting our Smartsheets. Having a color picker that presents a broader range of colors or allows us to enter Hex codes or RGB codes would be a really helpful enhancement as some of…
    Closed 41 views 4 comments Most recent by Gwyneth C Archived 2017 Posts
  • Report Builder Problems
    In Using Smartsheet
    With the recent (Sept 19, 2019) update, non-licensed users no longer have the ability to update their Report Builder within SmartSheet.  This poses a significant problem for my company, as we have multiple licensed users and ~100 (non-lice…
    31 views 5 comments Most recent by Andrée Starå Using Smartsheet