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Update Requests - automatically pull in cell values
I need help with update requests: I use automations which include cell values when {{task name}} are used but I can't figure out how to include the cell value in an Update Request. For example: Please click the blue button and update this form with the leased FTE for {{Provider First}} {{Provider Last}} at xxxx. Please…
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Use a QR Code to start an Update Request?
So I thought I was close with a solution to manage our fleet of vehicles. I created a sheet and used workflow generated update requests to get daily check in information from the assignee of a vehicle. Further, I used other workflows to change the status of the vehicle based on the check in. Also, included milage and…
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Form Entries are Negative
Weekly I have about 15 sites completing the form linked below. The issue, I have roughly two random users each week entering a negative one into the form. One user who is pretty savvy indicated the form is defaulting to a negative one. https://app.smartsheet.com/b/form/ebc99e53148a4a479060b3d695321030 I have NOT setup any…
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Sending Update Request to A Multi Contact Field
Hello, I have a update request automation that should go out to a contact filed, that is set for Multi contacts. The emails are not going out. IS this a limitation to smartsheet that does not allow these to go out when you are using multiple contacts. can I only use a single contact field for this? Or should this be…
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Exporting Report's with Grouping
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
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Placeholder in automated email of sheet name?
I would like to be able to include the sheet name in a time based update automation which is a part of a template set. While we could make it a part of the set up process to update this automation manually with each new project, ideally we could just insert a placeholder for {{Sheet Name}} and have it fill in. This would…
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Access Request - With Additional Information
Currently Access Requests come as basically "I want access to this sheet". But the problem is, and I am sure others have encountered this also, the company is so big. And we are using Smartsheet at a global level. So what started out as a sheet, report, or dashboard for our team has now gone so far beyond that. I need to…
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All Update requests not on home page?
HI All, I might have just missed it in the threads, but used to be able to see the update requests for me and that I had sent to others on the home page. Can't see them now, are they somewhere else?
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Defer an Update Request - and ability to review
I'm building a workflow to accomplish this now but it'd be nice to have a 'button' or some option to defer an update request to another contact. You should still be able to 'approve' the update they make but to be able to ask someone for assistance prior to ultimately sending your update in. The workflow I'm creating…
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
