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Conditional Approval & Approver Automation
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…
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Requesting Updates to Report
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…
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Smartsheet Workflow: Receive Notification once an update request is completed by the person assigned
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
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Is there a way to send an Update Request to multiple contacts, but only accepting the first response
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.
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Formula based on last modified date that skips weekends
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,…
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Remove "automation@app.smartsheet.com" from sender email address
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…
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Self-Update Solution - Enabling [outside] users to edit previously submitted content
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…
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More Gantt Timeline Display Options
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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Merged: Gantt Timescale Settings
This discussion has been merged.
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Merged: Form to Modify Existing Row
This discussion has been merged.
