Update Requests

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Auto-populating dates

keyesc199252351 21 views 3 comments 0 points Most recent by Andrée Starå 06/13/19Using Smartsheet

First post 06/10/19,Last post 06/13/19
I have several categories in my 'Status' column. (Sprint Backlog, Planning, In Progress, In Review, Changes, Print Files Ready, Print Req Sent, With Printing Services, Complete, Blocked) I would like to have a date automatically populate w…
Using Smartsheet213
keyesc199252351
External Inputs

MikeCorvin 31 views 5 comments 0 points Most recent by Andrée Starå 06/12/19Using Smartsheet

First post 06/11/19,Last post 06/12/19
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types…
Using Smartsheet315
MikeCorvin
How do I address a "pending" update request?

CathW 224 views 3 comments 0 points Most recent by Andrée Starå 06/08/19Using Smartsheet

First post 05/07/19,Last post 06/08/19
Hi I'm new to Smartsheet and can't seem to find how an answer to this. I've just located an Update request that has a pending status (found in smartsheet, not an email). How do I actually action the request and change the status from pe…
Using Smartsheet2243
CathW
Delete License User request

Laura Brady 41 views 3 comments 0 points Most recent by Andrée Starå 06/07/19Using Smartsheet

First post 06/06/19,Last post 06/07/19
A new user at my company inadvertently sent a license request. I can't find an option to delete it. Help? (Image)
Using Smartsheet413
Laura Brady
Mandatory or Required fields to complete in a smartsheet

Closed Mark Bonham 793 views 25 comments 0 points Most recent by jhl 06/07/19Archived 2015 Posts

First post 08/24/15,Last post 06/07/19
I have a need for users when updating or entering data in a cell in a smartsheet that they must complete some mandatory fields. A webform has this function, however on existing rows it would be ideal to have users who are given updates or…
Archived 2015 Posts79325
Mark Bonham
Sending UPDATE REQUEST to External Emails

MG 195 views 3 comments 0 points Most recent by Andrée Starå 06/05/19Using Smartsheet

First post 05/29/19,Last post 06/05/19
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 …
Using Smartsheet1953
MG
Testing Workflows (Update Request Notifications)

jaquisha.redd64971 185 views 10 comments 0 points Most recent by Andrée Starå 06/04/19Using Smartsheet

First post 06/03/19,Last post 06/04/19
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…
Using Smartsheet18510
jaquisha.redd64971
Date column formatting

rrosenthal39711 11 views 4 comments 0 points Most recent by rrosenthal39711 06/04/19Using Smartsheet

First post 05/03/19,Last post 06/04/19
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…
Using Smartsheet114
rrosenthal39711
Coverpage for Tempaltes

Jillian Tilley 61 views 3 comments 0 points Most recent by Andrée Starå 05/30/19Using Smartsheet

First post 05/28/19,Last post 05/30/19
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.…
Using Smartsheet613
Jillian Tilley
Automation / Update Request

Kirstine 31 views 16 comments 0 points Most recent by Neisha Fredericks 05/30/19Using Smartsheet

First post 05/20/19,Last post 05/30/19
Is it possible to set up an Automation / Workflow which will send a weekly reminder of any Update Requests that haven't been completed?
Using Smartsheet3116
Kirstine
Auto Downfill?

Brandon S 797 views 6 comments 0 points Most recent by Andrée Starå 05/29/19Formulas and Functions

First post 06/28/18,Last post 05/29/19
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…
Formulas and Functions7976
Brandon S
Product Suggestion - Admin Issues

Sinema 11 views 1 comment 0 points Most recent by Alejandra 05/28/19Using Smartsheet

First post 05/25/19,Last post 05/28/19
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…
Using Smartsheet111
Sinema
Automated Update Requests

RobinC 41 views 1 comment 0 points Most recent by Andrée Starå 05/26/19Using Smartsheet

First post 05/25/19,Last post 05/26/19
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…
Using Smartsheet411
RobinC
Send Request for Approval Again

aschneiderheinze74206 31 views 1 comment 0 points Most recent by Kyle Zulpo 05/23/19Using Smartsheet

First post 05/23/19,Last post 05/23/19
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…
Using Smartsheet311
aschneiderheinze74206
Update Request to Multiple Recipients

Steve S 143 views 9 comments 0 points Most recent by Andrée Starå 05/22/19Using Smartsheet

First post 02/21/19,Last post 05/22/19
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…
Using Smartsheet1439
Steve S
Why can't I send a weekly update request for a whole sheet - not just a row / web form

Closed Anna Coombes 31 views 8 comments 0 points Most recent by ALAIN-STEPHANE 05/22/19Archived 2016 Posts

First post 07/16/16,Last post 05/22/19
I would like to send a regular Update request for a whole sheet - not just a row in a sheet. Alternatively I would like to be able to set an Alert to go out automatically every week / fortnight / day rather than according to a specifi…
Archived 2016 Posts318
Anna Coombes
Multiple Approvals

Stephanie Wood 152 views 3 comments 1 point Most recent by Andrée Starå 05/18/19Using Smartsheet

First post 05/18/19,Last post 05/18/19
I'm looking for a clean, efficient way to handle multiple approvals for a row which contains comments without having a large number of columns. Up to 20-30 different people will be reviewing, sometimes 5+ for an individual row. First thou…
Using Smartsheet1523
Stephanie Wood
Send update request for all tasks not done for each assigned to user

Mike Collins 41 views 3 comments 0 points Most recent by Andrée Starå 05/17/19Using Smartsheet

First post 05/16/19,Last post 05/17/19
I would like to send out a weekly update request for all "not done" tasks in a sheet, to all the users in the "assigned to" field. I can see how to easily do this with a workflow, but its sending all the "not done…
Using Smartsheet413
Mike Collins
Future Date Issues

Ezra 11 views 3 comments 0 points Most recent by Paul Newcome 05/15/19API & Developers

First post 05/15/19,Last post 05/15/19
I've noticed that some of the dates entered, if too far in the future will revert to last century. i.e. January 5th, 2050 will work correctly if entered as 01/05/2050 but will think it's January 5th, 1950 if you enter 01/05/50 Also, once…
API & Developers113
Ezra
Update Request Column Order

MatR 52 views 3 comments 0 points Most recent by Alejandra 05/14/19Using Smartsheet

First post 05/01/19,Last post 05/14/19
Hopefully someone can help, because I'm getting increasingly frustrated. As a quick explanation, we have a huge Smartsheet that gets updated by several different departments on a quarterly basis. A webform gets sent out containing certain…
Using Smartsheet523
MatR
Alert Notifications

abbie.smith90 21 views 6 comments 0 points Most recent by Andrée Starå 05/13/19Using Smartsheet

First post 05/10/19,Last post 05/13/19
Hi I have set up a rule so that when a specific status changes to 'Required' the person assigned to the action gets and alert. We are only receiving a Smartsheet notification not an actual email. I have checked the account settings an…
Using Smartsheet216
abbie.smith90
Formula to automatically check a box when a certain cell is populated

Sarah_lee123 364 views 2 comments 0 points Most recent by Andrée Starå 05/13/19Formulas and Functions

First post 05/11/19,Last post 05/13/19
I am trying to get a column to automatically check a box when certain cells are populated in the same row. This is linked to an update request situation. Basically, when an update request is fulfilled, OR when a certain cell has informatio…
Formulas and Functions3642
Sarah_lee123
How do I find a smartsheet expert for hire to help build out our workspace?

Closed Dan Rasure 274 views 8 comments 0 points Most recent by Andrée Starå 05/11/19Archived 2015 Posts

First post 08/28/15,Last post 05/11/19
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating…
Archived 2015 Posts2748
Dan Rasure
Splitting Update Request

MatR 21 views 5 comments 0 points Most recent by Andrée Starå 05/09/19Using Smartsheet

First post 05/09/19,Last post 05/09/19
So, we send out quarterly update requests to various different departments...more specifically, to named individuals within those departments whose details are held within a Contacts column. These updates are timed so that they automatical…
Using Smartsheet215
MatR
Planning : expected vs reality

T.Le Rendu - Dalkiawastenergy 52 views 3 comments 0 points Most recent by Paul Newcome 05/06/19API & Developers

First post 05/03/19,Last post 05/06/19
Hello ! Does anybody know if how to show on the same line of the Gantt mode, the expected planning and the reality. Here attached is an example of what I need. Thank you for your help ! (Image)
API & Developers523
T.Le Rendu - Dalkiawastenergy
Is my alert too redundant?

ABogle 11 views 1 comment 0 points Most recent by Andrée Starå 05/02/19Using Smartsheet

First post 05/02/19,Last post 05/02/19
Did I set up this alert to be too specific? I want to have an individual notified when a row to which they are assigned to has the status change to "In Progress". I'm trying to test it now but have doubts about the "In a row…
Using Smartsheet111
ABogle
Send alert/notifications including headrow and children rows in the attachment

marylene83741 61 views 2 comments 0 points Most recent by Alejandra 05/02/19Using Smartsheet

First post 04/25/19,Last post 05/02/19
Hi All, I want to send automated notifications to my employees containing their absence records. To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their…
Using Smartsheet612
marylene83741
Finding and returning values in a range of cells

erober01 616 views 5 comments 0 points Most recent by Paul Newcome 05/02/19Formulas and Functions

First post 04/30/19,Last post 05/02/19
Hi all, I'm having a lot of trouble joining cells that contain a certain value (because there is no contain function). I have a range of cells that are all in a single row, and I'm trying to collect all of the cells that contain a certai…
Formulas and Functions6165
erober01
Alert(s) Updating a "Count" Sheet?

GWilkins86876 31 views 5 comments 0 points Most recent by Paul Newcome 05/01/19Formulas and Functions

First post 04/29/19,Last post 05/01/19
I have an end user I am trying to build a records sheet for and I can't figure out how to accomplish a change count cleanly. We have thousands of rows/records in a sheet with one of the fields/columns being a Status.They do a monthly revie…
Formulas and Functions315
GWilkins86876
Re-using Update Request Links

Closed Carlo Dimaandal 111 views 9 comments 1 point Most recent by djpreece 04/29/19Archived 2016 Posts

First post 09/04/16,Last post 04/29/19
Is there a way to re-use an Update Request link? For example, if I opened an update request and I am not ready to post a response, is there a way to open the Update Request again? The Update Request link is a one-time only link right? Is t…
Archived 2016 Posts1119
Carlo Dimaandal

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Update Requests

Update Requests

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