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Merged: Mandatory Fields & Logic in Update Requests
This discussion has been merged.
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Merged: Make fields required in update request workflows
This discussion has been merged.
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Remove an update request with a formula or workflow?
I have a sheet that will automatically request an update if certain parameters are met. But sometimes the fields get marked directly through the sheet instead of through the update request form. Is there a way to automatically remove the request update if the parameters are met through the sheet? For example if there is an…
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How can I verify an update request was sent?
I have an update request workflow that sends to contacts in a cell and is triggered when a specific dropdown value is selected. After setting the value and saving the sheet, there is no update request icon on the left side of the row and they are not appearing in the update requests panel. However, the workflow itself is…
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Time-Based Automated Workflow where date field is linked from separate Smartsheet sheet
I have a summary page that pulls in key dates from other sheets. I set up automated workflows based on those date fields, and found that they don't run (I assume they don't recognize the data in the date fields). This feature would be extremely useful for me. Is it something that would be considered?
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Request an Approval now has the sheet link, why?
Does anyone know how to remove the sheet link option at the bottom of the approval workflow? When was this added, and why? This workflow should be treated the same as the Request an update, where it doesn't give the option to the approver to access the sheet. OR If approvers need more information than what would…
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Paid for ProSupport but can't access it
I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6/5, I emailed Daniel Tiner, the sales rep who completed the purchase for me. I have not received a response. This is very frustrating as I paid for the…
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Implement the capability to allow records to be moved to a different row and remain intact
This is in reference to the support case #06202095: https://supportportal.smartsheet.com/s/case/5005a00002WaZM4AAN/issue-with-data-insertion-and-moving-them-see-detailed-description Summary of the case I use a plugin called Smartsheet for Jira Connector to sync data between Jira and smartsheet. The issue is that when I…
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
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Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?
New user and new to the community. Trying to figure out if there's a way to send a multiple-row update request that allows the requestee to submit one row update at a time, save along the way, and/or use the update request link multiple times vs. the requestee having to provide every row update before clicking submit.…
