Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
We have a spreadsheet with data that needs to be updated/validated twice a year. We wanted to use a workflow, but some owners/approvers of the data have 150 rows to their name. We don't want to flood their email with that many emails or have to go through 150 lines that way. We are working with the idea of sending an…
Hi, I want to create a workflow that will notify me when an update request I have sent to someone is completed. I can't seem to find one that will work. I am using a workaround for now, but it is not ideal. Thank you, Allison Bishop (760) 918-6900 x114
I am trying to put together some workflows where an Update Request is automatically sent out to a team of 3 people, but that only requires one response. I am hoping to avoid the unnecessary time/labor of more responses than are necessary.
Hi there, I'm building out a new sheet where I utilizing the system's "Last Modified" date column. I tried to trigger a workflow off of this column that sends an update reminder if it hasn't been modified in 2 days, but the column is not showing up as an option (presumably because it's system generated). With that in mind,…
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
If you host a set of records that "belong" to others, and you want them to be able to edit their records at any time, check out this dashboard as a seedbed of ideas for how you could achieve this. Please suggest other wording I could edit into in this title or entry to help people find this. I'm doubtful "self-update" is…
Due to limited screen space, I find the available Timeline Display options either far too dense to be useful, or too expansive. I propose: more Zoom settings. my issue is really that the zoom settings correspond to the heading incremements. my usability issue would be mostly resolved with more zoom level granularity. more…
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