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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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FIX Required: Last Modified Date + TODAY Function = updates all rows
Hello Smartsheet community I would like to see a fix. When you use the "TODAY" function anywhere in your sheet, ANY changes will update the "last modified date" for all rows. What I want: Only update the individual row that has changed. Why? So I know when (and who) made the last change. This was verified as a problem by…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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See Row Update Requests
Can you see a row update request someone else sent? I would like to be able to monitor requests from my team if possible, so they aren't duplicated. I've looked in the activity summary, but they don't live there. Thanks in advance, Regina
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Allow Parent Row Update Request to Include Children Rows
The idea: When creating an Update Request for a parent row, allow the selection and inclusion of Children rows. When creating an Update Request, you can specify which columns you want to include in the request. I recently encountered a situation where I wanted a user to update a section of rows (Parent + 5-6 Children). In…
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Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
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Generate a copy of a row with each response when multiple people respond to a update request
Currently I am working a project where I have multiple people assigned to a task. When I send out the update request to the contacts assigned to that task, both get the form and when one updates data, the other then has to override the data when they respond, not being able to capture both user's response makes it hard to…
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Automated Weekly Request to Complete Form?
Is it possible to set up an automated, weekly request for individuals to complete a Smartsheet form? Individuals would be adding new rows each week, not updating existing rows. Therefore, I can't tie the workflow to a specific condition. The only workaround I've thought of would be to create a separate sheet with a date…
