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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…
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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.
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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…
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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.
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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…
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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?
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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…
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Automate Update Requests
Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs on a monthly basis. For example, an update request would go out to a specific staff member to update the 4/24 column of LOEs…
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Automation actions across multiple sheets
Hi all, I have a client who prepares Smartsheet instances for clients of his own (I'll call them customers) in one very particular use-case. In an nutshell: The Cast: Sheet A, the core sheet Only my client's team can admin. New rows come into this sheet via form submitted by customer. Let's assume we have only three…
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Customize Text for Body of Update Request when sending 7+ lines
We've created an update request that needs instructions in the body of the email sent. It seems you cannot send that text if the receiver is getting 7 or more lines/updates to make. Is this really a limitation? Does anyone know of a workaround? Otherwise all that is sent is 'Please update my online sheet' which obviously…