Update Requests
Discussion List
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Completed Tasks removed from calendarIn Using SmartsheetIs there a way to remove completed tasks from the calendar without removing them from the sheet? I have a done column that checks off and greys out the row but the information still shows up on the calendar is there a way for it not to sho…
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Smartsheet at- risk formulaIn Formulas and FunctionsHi all, I'm having a little trouble with creating the right formula for my "at risk" / "attn" column. I only want the column to flag is the status is not complete and the target end date is past due. My current formula …Accepted Answer 61 views 6 comments 0 points Most recent by Titilope Akinlose Formulas and Functions
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Can Smartsheet lock a column AFTER data is input, for referencing in Update Requests?In Using SmartsheetHi, I have a Smartsheet workflow I would like to implement and can't seem to figure out if it's possible. I have a sheet with four columns: Name, Date (formula set to the following Monday after the CreatedBy date), Commitment Detail (a wor…
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Update Requests with columns for viewing onlyIn Using SmartsheetIs it possible to make an update request, but only allow editing of certain columns? I want them to be able to see certain columns, but not change them.
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Can you add an approval or action button directly to a notification?In Using SmartsheetHello - I am new to Actions and Alerts. I would like to set up a workflow to allow our team to submit travel requests for their managers for approval. I have my form and sheet set up fine, and the workflow seems to be working correctly a…
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Trigger Approval Request with the submission of an Update RequestIn Using SmartsheetIs it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
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Report: Sheet Summary - Update Field from ReportIn Using SmartsheetI'm trying to find a workaround the lack of functionality in Update Requests. I have a Sheet Summary field called "Project Update" where our Project Lead is expected to put a brief statement on their project weekly. That field fe…
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Automated Workflow - Alert NotificationsIn Using SmartsheetHappy Friday SMEs! Is there a way to confirm an automated workflow "Alert" actioned properly. For example, when generating an "Update Request", you can validate if/when the request is completed by referencing the tool…
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Smartsheet and Business Central integrationIn API & DevelopersHello All, I'm trying to integrate the Business Central projects table with the Smartsheet. I want to create a new project sheet in Smartsheet whenever a new project is added to the Business Central. However, it seems the Create a sheet op…Answered - Pending Review 71 views 2 comments 0 points Most recent by Pradeep Swami API & Developers
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Add Actual start and completion date based on status columnIn Formulas and FunctionsAll, I want to fill date column based on status column. 1) If status is "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by t…
