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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…
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Do Update Requests ignore row locks
I am using quite a few workflows to automate a sheet. There can be situations where a row Update Request has gone to someone and before they respond to it another action causes the row to be locked. We've tested this scenario and it seems that the Update Request can be completed and the row is updated even though it is…
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Hidden Fields and Update Requests
Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
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Merged: Grouping in Reports
This discussion has been merged.
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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.