Update Requests

Discussion List

  • Sending UPDATE REQUEST to External Emails
    In Using Smartsheet
    UPDATE REQUEST to EXTERNAL Emails Problem statement: We tried to send thousands of "Update Requests" to external email addresses using one Smartsheet as the source so that responses can be collated centrally. This is to avoid …
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    212 3
    212 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Testing Workflows (Update Request Notifications)
    In Using Smartsheet
    Hello, I am testing a WF and I am not receiving the notifications via email like I thought I should be.  I have attached screen shots of what I have set up.  While I am testing the update request action, I am the specified recipient for e…
    211 views 10 comments Most recent by Andrée Starå Using Smartsheet
  • Date column formatting
    In Using Smartsheet
    Hi! In regional settings, I can change the default date format for a particular region.  I'm not able to find anywhere to change the default manually other than creating another column with a formula. For example, I'd like to just have t…
    11 views 4 comments Most recent by rrosenthal39711 Using Smartsheet
  • Coverpage for Tempaltes
    In Using Smartsheet
    has anyone come up with a creative way to combine a template with a cover letter? So example - we use smartsheet to gather requirements, we want to deliver those requirements to our customer at the end of the project in a polished package.…
    61 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Automation / Update Request
    In Using Smartsheet
    Is it possible to set up an Automation / Workflow which will send a weekly reminder of any Update Requests that haven't been completed? 
    31 16
    31 views 16 comments Most recent by Neisha Fredericks Using Smartsheet
  • Auto Downfill?
    In Formulas and Functions
    Is there a way for smartsheet to implement an auto-downfill function that allows users to input their desired formula into a column heading that makes every cell within that column (including cells added in the future) populate with said f…
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    1K views 6 comments Most recent by Andrée Starå Formulas and Functions
  • Product Suggestion - Admin Issues
    In Using Smartsheet
    This popped into my head as we have one of our licensed users who just refuses to share anything with any of us. What happens if they create a lot of important sheets that contain data and part ways with the company, how do we access this…
    11 1
    11 views 1 comment Most recent by Alejandra Using Smartsheet
  • 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…
    41 1
    41 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Send Request for Approval Again
    In Using Smartsheet
    Hi: I have a column set up that an instructional designer changes as the status of a project changes, and I have another column that indicates the status of approval. When the ID changes the status of the development to "In Review&q…
    31 views 1 comment Most recent by Kyle Zulpo Using Smartsheet
  • Update Request to Multiple Recipients
    In Using Smartsheet
    I send an update request to 10 people. The request has the 10 recipients listed with text boxes under their names where they will each fill in data and SUBMIT it back to the SmartSheet.  It works fine except when recipients go on vacation…
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    162 views 9 comments Most recent by Andrée Starå Using Smartsheet