-
Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
-
Send Full Form with Description, Field Labels, and Help Text?
Good Morning, I am having a difficult time trying to find a solution for the following: I have built a Smartsheet and form to collect data from my clients. Many of the fields are pre-populated with data that does not need to change. This would include the client's contact information and other data points. I need to send…
-
Darken Gridlines
A good idea would be to have an option to darken the gridlines on any sheet. Darker gridlines would provide better contrast to visually separate cells whenever color is added to columns or rows.
-
Improve update request history
Our customer has set-up update requests being sent out every day if the task is not yet closed. This results in multiple requests and if the recipient updated the last one only that request becomes complete while the other are still in a pending status in the update request history. This can cause confusion to the sheet…
-
Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
-
Automated Update Request - some fields editable, others not
Hello, I am trying to set up an automated Update Request for % Complete updates on a project plan. When I test the automation sending it to myself, the system seems to be randomly selecting what item can be updated. For instance, sometimes it is only the task name, others the task name and percentage complete. As I need it…
-
Update Request - Error "Please enter a valid email address."
I was trying to send an update request to an audience of non-users and it kept failing to send to one email address. -My privacy settings were set to not restricted to smartsheet users. -When my work flow failed, I tried manually sending an update request and I kept getting this error. After reaching out to the help team,…
-
Start date for alert - send on the last Wednesday of every month
Hello, I need to send an alert out the last Wednesday of every month. This is the easy part because I use the 'repeat' and 'repeat on' selection in a custom recurrence. My question is when to start: do I start on a last Wednesday? ie. start today 4/24? Or is the start date irrelevant, because the automation knows it should…
-
Not receiving update requests
Hi all, People informed me that they are not receiving the weekly update requests that are set up via an automated workflow. I have set this up for people external to my organization so they can update the rows that are assigned to them. They are not shared to the sheet behind this. However, the settings for the workflow…
-
Multiple Contact list with Request Update
I have found that I can not include a Contact list column which is set to Allow multiple contacts in a automated request an update action. If you include the contact list column, none of the specified fields will show up and the open request web page only has the message, no submit or field list. The only work around I…
