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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Is it just me or have URLs stopped working in Alert/Email automations?
We cannot click URLs in Smartsheet alerts, update requests or approval automations. Is this everyone's experience? See how the URL is not clickable
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Can I customize the confirmation message for approvals?
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Batch Convert Attachments to Proofs
I regularly send multiple, separate, files to clients for review and approval. Rather than converting each one and having to invite my client contacts every time, I'd like to select multiple rows and convert them from attachments to proofs, THEN invite my client, in one place.
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Best practices for approval process - contact list or no contact list?
Scenario: we are using smartsheets as a single-source tool for job/position requests. Each request submitted creates a row and all information pertaining to that request is held within that row. We need to get approvals from Department Heads for each request submitted. However, we don't necessarily want to create a contact…
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Approval Requests: No link to sheet?
Is there a way that the link to the smartsheet isn't included on the notification to an approver - but they still receive specific data/information from the sheet? We only want the approver to see what we assign to them and not the full smartsheet. THANK YOU!
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More than just approve or deny - approval workflows
Please add an additional 'button' to the approval workflow. Many times decisions are more than Yes or No / Approve or Deny. In our position reclassification process we have situations which are not that simple - and would benefit from multiple options. Example - one of our teams currently has an option of "Acknowledged"…
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"Request Update" action trigger provisional license?
Hi all, I have an approval process built in Smartsheet where the last step is a 'Request Update' action to prompt a user to upload an attachment. If that attachment is added using the notification window sent when the action is triggered, is that user going to be assigned a provisional license because they attached a file?…
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Trigger approval request based on submitter info
My org's travel request form goes through two approvals, first the submitter's direct supervisor approves, then the COO approves. I know I can have the form submitter choose their supervisor from a list of approvers on the form to trigger the first approval request that way. Is there a way to omit that step from the form…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
