-
Update Request - Unable to determine your identity
I use update requests to gather information from my stakeholders. Recently, several users have been experiencing an issue of "Unable to determine your identity, therefore we are unable to process your request. An unexpected error has occurred attempting to process your request. We are sorry for the inconvenience." I use…
-
Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
-
Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
-
Merged: Copy/Paste Conditional Formatting
This discussion has been merged.
-
Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
-
Smartsheet engage move forward
Ready for Engage 👏💯
-
Merged: Grouping in Reports
This discussion has been merged.
-
How to create an automated update request for assigned tasks based on job roll
Sorry if this question has already been answered but I am having a hard time clarifying what I am looking for to search. I have a sheet of employees with a helper column (called structure) that is displays their job title as a number using descendants (lower the number the higher their position). If needed this can be…
-
Separate update requests
Is there a way to make sure update requests are sent individually? Right now, I have a smartsheet process where a person fills in a form and a coordinator is notified. then the coordinator assigns a specific person (contact) to each row. When this person (contact) is assigned, an automation sends a request an update to…
-
Merged: Include Sheet Name in Row Update Request
This discussion has been merged.
