Update Requests
Discussion List
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Recurring Update Requests until task is completeIn Using SmartsheetI have a workflow where a contact is sent an updated request when they are added to the row. What I would like to know is how to have that update request sent regularly (daily, or weekly) UNTIL they have submitted the update request. Then …
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Automatically request updates weekly without a trigger eventIn Using SmartsheetWe have created a new Smartsheet for our quarterly goals including an Assigned To, Status and % Complete fields. We would like to have an Update Request send out automatically at 8 am every Monday morning asking for people to update their …
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Automation with Update RequestIn Using SmartsheetHi, I have automation working with multiple approvals and update requests. 1. An approval is submitted to 1st person 2. They deny and the workflow is set to either deny in total or deny with an update request. 3. The person who subm…
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Email INTO a sheetIn Archived 2015 PostsWe would like to have specific email addresses to add items to lists. Is this possible? For example, an Intern inbox of tasks. The subject line would go to the Task Name and the body of the email into Description or Comments. I gu…
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Running workflow with alert & if, then formulasIn Formulas and FunctionsWhen a row is added/changed, I need a workflow that kicks off an approval email to only two people. After those two people receive the alert to approve or decline (I only need one response), whichever they choose needs to fill in "app…
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Resource Assignment based on a Vlookup?In Formulas and FunctionsI am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. …
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Automation: Request an update but my contacts are not in a contact columnIn Formulas and FunctionsHow can I work around this issue. My sheet is populating the "Contacts" via formula. I want to trigger automated update requests but am running into issues since I'm unable to convert the column type to "contact" sinc…
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Removing row data from update request emailIn Using SmartsheetFor security concerns, we would like not to have the row data emailed in an Update Request. I will interpolate the context of the row in the email myself so would only need the subject and body of the email sent, along with the link to the…
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Notification only show changed cellsIn Using SmartsheetI am sure this should be possible but can't find any direct reference to it: I have set up notifications and approvals in a workflow as consequences of a request for updates. I would like the notifications (and/or approvals) sent after th…
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Send Update - To update only selected cell?In Archived 2015 PostsIs there any way to allow only selected cell for updates? Reason being that I would not want other data in the row to be accidently and wrongly updated. Thanks!
