Update Requests

Discussion List

  • Automated Update Requests
    In Using Smartsheet
    We are moving from manual to to automated update request but it appears that the locked field functionality isn't working.   When we send manually the fields are locked.  In the automated request the locked fields are editable.    Thanks…
    Answered - Pending Review
    81 5
    Answered - Pending Review 81 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • Column Number Function
    In Formulas and Functions
    Hi is there a function that can return the column number when given the column name? This would help when columns are added in sheets that have vlookups referencing them.
    672 6
    672 views 6 comments Most recent by Paul Newcome Formulas and Functions
  • Auto populate data and allow customers to update
    In Formulas and Functions
    Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For exam…
    Accepted
    11 4
    Accepted Answer 11 views 4 comments Most recent by Andrée Starå Formulas and Functions
  • Workflow automation - update requests
    In Formulas and Functions
    Hi, I need help. I have a workflow to send an automatic update request when a deadline is achived. The workflow is working perfect but I would like to send line by line and not all lines in same request. Anyone can help me to solve this? …
    Accepted
    11 4
    Accepted Answer 11 views 4 comments Most recent by Andrée Starå Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    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…
    3375 23
    3.4K views 23 comments Most recent by JeremiahHorstick API & Developers
  • Update Request does not allow editing field
    In Using Smartsheet
    I have a workflow that sends an update request to each resource assigned. I'm trying to get them to update "% Complete", but it's showing as uneditable. The user is an Editor, and it does allow them to edit other fields, such as …
    Answered - Pending Review
    12 2
    Answered - Pending Review 12 views 2 comments Most recent by Paul Newcome Using Smartsheet
  • Form Response Validation
    In Using Smartsheet
    How can I validate the format of responses? For example, I want phone numbers entered as 000.000.0000, so when a user enters their phone as 0000000000, or 000-000-0000, they will be shown an error message that directs them to enter it in t…
    Answered - Pending Review
    31 3
    Answered - Pending Review 31 views 3 comments Most recent by David Grooms Using Smartsheet
  • Having Issue with "COUNTIF" returns "0"
    In Formulas and Functions
    Hi Guys, I have to count the status. Let's assume I have 5 different statuses (0,1,2,3,4) in another sheet. I have prepared a separate metric sheet to count the status specifically for a date range but I got the result as "0" for…
    Answered - Pending Review
    31 9
    Answered - Pending Review 31 views 9 comments Most recent by Aravind Formulas and Functions
  • Is it possible to copy an automation workflow from one sheet to another sheet?
    In Using Smartsheet
    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…
    Accepted
    1182 8
    Accepted Answer 1.2K views 8 comments Most recent by Tony Rojek Using Smartsheet
  • Assigning Multiple Resources
    In Using Smartsheet
    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…
    1615 8
    1.6K views 8 comments Most recent by Andrée Starå Using Smartsheet