-
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…
-
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?
-
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…
-
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…
-
Is there a widget that can show active requests on dashboard?
Hello, Looking for a way to display all current requests / notifications, and due date on a widget on an individuals dashboard. My sales team is used to Asana tasks and sub tasks, trying to make them more comfortable with their new dashboard.
-
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…
-
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.
-
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…
-
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?
-
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…
