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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
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MM/DD/YYYY Date Format
Can we please add a MM/DD/YYYY date format to Smartsheet? I would like to feed this date into some DocuSign forms I need employees to complete, but they require a MM/DD/YYYY format in order for me to be able to utilize these dates.
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Question about collecting feedback via form or request update
Hi I have a bit of an issue that I am struggling to solve myself. I have a worksheet with that gets updates via data shuttle with a list of employees nominated for a performance award. I want to collect feedback from their respective unit managers on specific criteria. The feedback is a numeric rating that answers specific…
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Customization of Default Phrases in various areas
For vaious methods of communication, Smartsheet has default pre-populated messages: SEND, SEND UPDATE REQUEST, and others. Is there a way for us to customize these pre-populated messages - highlighted on the screenshot (and any other pre-populated verbiage)? So they are automatically pre-populated with our message?
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Requesting updates for parent/child rows with dependencies
I have a SmartSheet that I'm using to track my project manager's construction projects they are assigned to. We have some projects for which there are smaller phases that are broken out that I have shown as individual rows set up as child-parent. With dependencies enabled SmartSheet calculates the overall dates of the…
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Automate Update Requests
Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs on a monthly basis. For example, an update request would go out to a specific staff member to update the 4/24 column of LOEs…
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Automation actions across multiple sheets
Hi all, I have a client who prepares Smartsheet instances for clients of his own (I'll call them customers) in one very particular use-case. In an nutshell: The Cast: Sheet A, the core sheet Only my client's team can admin. New rows come into this sheet via form submitted by customer. Let's assume we have only three…
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Prepopulate Form for Update Request
We use forms to get information from our colleagues and we would want to send them a form prepopulated by their inputs so they can update the information if there are any changes. This would be very useful if we can automate the process and make the items mandatory
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Customize Text for Body of Update Request when sending 7+ lines
We've created an update request that needs instructions in the body of the email sent. It seems you cannot send that text if the receiver is getting 7 or more lines/updates to make. Is this really a limitation? Does anyone know of a workaround? Otherwise all that is sent is 'Please update my online sheet' which obviously…
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Do Update Requests ignore row locks
I am using quite a few workflows to automate a sheet. There can be situations where a row Update Request has gone to someone and before they respond to it another action causes the row to be locked. We've tested this scenario and it seems that the Update Request can be completed and the row is updated even though it is…
