My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
Formulas and Functions51Ginny Hager
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
Using Smartsheet707[email protected]
OK, so, we have an update form that goes out to about 30 people. All they have to do is add the latest figures and click 'Send'.
However, they insist on adding in symbols and text, no matter how strenuously we explain that the…
Formulas and Functions111MatR
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc
* I have a form that need to be completed by at least 2 people.
* Once complete, the form need to be reviewed by 1 person* If correct…
I am trying to help a user automate a current process in Smartsheet. The information within the sheet is compliance info and each item has different regulatory rules. Some items have monthly update requirements, while others have quarter…
Formulas and Functions185Nicole Tellez
Is there a workflow notification to notify if something in the sheet has just been deleted? I only see an option for added/changed.
Previously when I sent update requests out, it appeared as my name in the From box on the email. Now with new automated workflows, it just appears as from Smartsheet Automation. is there any way to change this in case people decide it's sp…
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like …
I have a spreadsheet that has set up an "Update request".
Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind).
Using Smartsheet51Jose da Silva
The community has been asking for a multiselect dropdown option since 2015. It seems there was some confusion in the other community posts, so I wanted to readdress the issue.
Feature request: Dropdown menu with multiple selection…
Hello community! Anyone have a work-around for this? Here's the situation:
I’ve created a vlookup formula in my sheet to obtain an email address from another sheet, and then want to alert someone using the email address result from the fo…
I am trying to set up a routine reminder to notify staff to submit a report. I would additionally like to have it notify other staff to follow up to collect reports once the due date passes. I set these up as two different workflo…
I am trying to use an approval request to change the value of a cell that contains a formula. The cell that has the formula is based on data in two other cells. For example, the other two cells can either be "Yes" or "N/A&…
Archived 2017 Posts113Kyle Kaldor
Are customized reports able to be published to Outlook 2013?
Archived 2016 Posts71Amanda Schmitz
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea.
Desired action: have an automa…
Formulas and Functions32Elvis_P
I currently have two workflows set up:
(1) Payment approval request after an event: employees submit request with invoices attached as a file for approval
(2) Payment approval request before an event: employees submit a request for an a…
I have created a Workflow Automation for when a Customer submits a Warranty Form into our Company. The Workflow has a condition where if one of the fields on a Form is Blank, then it should send back an Update to fill in the Blank…
I 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 …
We 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 …
Hi, 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…
We 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.
Archived 2015 Posts514Rob O'Keefe
When 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…
Formulas and Functions63cltesh99671
I 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. …
Formulas and Functions55mark.klein39856
How 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…
Formulas and Functions105Jed Rusyniak
For 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…
Using Smartsheet22Ben Donahue
I 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…
Is 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.
Archived 2015 Posts162Isriyanti Akira
I have workflows that automatically send update requests to my vendors when a task is 48hrs from its completion date. However, when they respond it goes to [email protected]
, and not to me where it should be? How can I change it??
I would like a mechanism to quickly find and modify (delete or resend) Update Requests in a batch mode (click-click-click send)
Adding another column with check boxes in this dialog with options like in other dialogs would be a gr…
Archived 2016 Posts214J. Craig Williams
We use Update Requests a fair amount on our team. Sometimes in the body of the email I want to include a link to a Smartsheet Item like a Dashboard or an external item like a separate reference document.
I have not yet found a way to do t…