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Update Request Forms - required fields
How can I customise an update request in a workflow, so that the updater has fields that are required to be updated before submitted the update?
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Remove limit of updated requests with placeholders in the text
Hi, currently, when you build workflows for update requests and use placeholders in the text, then you might run into a limit of 6 update requests. This limit comes into play, when the update requests are being sent to the same person at the same time. You can work around this with formulas and helpers… So Smartsheet,…
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Lock the columns for everyone other than Smartsheet admins.
I want to lock the smartsheet columns for everyone to avoid the shuffling the column every now and then. And users who have access to the sheet, they can only edit the details but should not be able to shuffle the columns. Is it possible to achieve?
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
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Branching Logic for Approval Requests
I'm sure most of us have encountered a conditional approval at some point. Where we need to change something and then it's approved, or if they have comments but the approval is still pending and will need to be resubmitted, etc. Currently the approvals automation only captures values in binary form, yes/no, 1 or 0, option…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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Automatically Send a Copy of Response when Requesting an Update
When I am requesting an update using the Request an Update automation, is there a way to have the "Send me a copy of my response" box automatically checked? It appears this box only shows up with the particular automation
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Import Excel Workbook as Workspace or Folder
Currently, the import function only allows importing one sheet at a time. An easy solution to accommodate workbooks with multiple sheets is to allow them to be imported as a new workspaces or folders, with 1:1 sheets.
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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
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Merged: Remove Formatting Option on Report View
This discussion has been merged.