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Automated update request.
Is it possible to send automated update request on a specified date (column date)? I'm missing the function where, an automated update request is send on the date of a deadline.
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Touch Sheet to update formulas with Vlookup
can a Vlookup (or other cross sheet reference) be used to touch a sheet to update today() formulas in unopened sheets? if we can exploit this cross sheet functionality I might be able to create a master sheet that I can open and refresh all of my sheets daily without having to open each one of them. This would allow me to…
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Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
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Update Request Rules vs. Manual Update Requests
When I send out a manual update request it says my username via Smartsheets, and if someone hits reply, it goes to my email. If I set up an alert and action, it comes from Smartsheet Alerts & Actions, and if someone hits reply it goes to automation@smartsheet.com, and I never see this email. Is there a way to have the…
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Smartsheet overrides workflow approval
I have a multi-step workflow approval set up. Form entry submission sends an initial request to the manager. When manager approves, next approval goes to center administrator. Once that's submitted, then it goes to one more and then the director. Problem is that smartsheet is overriding the "Approved" status from…
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Approval Workflows
Hi SS users! I've recently started using the Approval/deny workflow and loving it. However, I have a couple of questions/issues: 1 - Is there a way to turn of email notifications to the approver, but still get the request to them? Our approvers are using the SS app, going into notifications and approving that way.... the…
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create notification if a task is due is 3 days or less
New to Smartsheet, trying to create a notification that would notify a person when due date is 3 days or fewer. thanks for your help. SGF
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Escalation Alerts or Notifications
Is it possible - whether in the Alerts/notifications or with a formula, to create an escalation based on inactivity of entries. Example: Operators enter the date when equipment is cleaned. this is required weekly. If 2 weeks are missed for entries (14 days), then I want a notification sent via email to their manager.…
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Alerts & Actions Issues
We have implemented a Smartsheet that uses a vacation approval workflow. A form is used by an employee to request time off. Once the form is submitted, an entry is made in the Smartsheet and an approval request Alert is sent to the appropriate manager for approval. This part is working. When the manger receives the email,…
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Stale time/date
Hi, I am trying to setup a "Stale" notification for a help ticketing system. When a support ticket (row) ticket has not been modified when compared to the current time and date in over an X amount of hours, then send a notification. I can compare two different date columns like this: =Modified1 - [Created Date]1 But if I…
