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Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
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Merged: update forms
This discussion has been merged.
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view pending update request: icon not showing
Hello, I've built an automation that sends an update request using the docusign integration when a checkbox is checked (see automation logic below). In testing and in production, I can typically see the icon "view pending update requests for this row" - but not always. The icon is a round, with rotating arrows and a…
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Merged: Validation Phone Prefix is missing for many countries
This discussion has been merged.
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Sending as Attachment: attach as EXCEL
The ability to customize or change the default attachment from PDF to Excel. Smartsheet defaults to PDF but many time we want the Excel version and users can forget to change the toggle when sending a form. There is currently no way to change or set a different default.
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Make Logos Legible in Update Requests
A company's logo appears too small to be legible in the update requests. Please make the logos legible.
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Option to Not Allow Subsequent Changes After an Update Request Response
For update requests, provide an option to not allow changes after the first response. If an update request is sent to multiple people, such as the primary recipient and a back-up recipient, once one of them submits a response, don't allow either recipient to change the response. For example, a proposed visit date is sent…
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Merged: Sort Rows by Count (in Reports)
This discussion has been merged.
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Automatically Check "CC me" whenever sending rows
My organization regularly sends rows in requests to other team members to review. I would love the option to automatically check the "CC me" box whenever I am sending rows. This option could be togglable in settings. This will help increase efficiency in the workflows of many and ensure documentation happens every time as…
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Top Forms & Requests Resources
Hello community! Here's some top resources we want to share with folks who want to learn more about Forms & Requests. Learning Tracks for Forms, Update Requests and Approval Requests are a great place to start if you want a detailed walk through of these features. Check out Automation as well if you've never created a…
