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How to assure that a smartsheet calculates on opening, or recalculate on server
I have a smartsheet project with large number of tasks. For every task i calculate a "overdue - update" flag in a column formula , where i am comparing today's date calculated with today() function in a column formula with the finish date, and if stauts is not "complete" then the "overdue - update" flag is set. Problem,…
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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
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Update request in workflow not sending customized message
I have a workflow that is set to trigger every day and filters to all rows that are "past due". The action is to then request an update from the assigned person, with a long customized message with several of the columns from that row: However, rather than receiving the customized message with the pertinent information…
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Multiple Approvers from ever-changing approval list
My update request needs to go to all employees (approx 100). The list is always changing and it is not feasible to scroll through to double check each employee is still working here or verify new hires. It's also not feasible to click each employee for every new row in my spreadsheet. I tried forwarding an update request…
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Request to attached a file to a row without sharing its content
Hello, We are using SmartSheet to collect applicants' information, including references. Referees would receive an update request asking them to upload a reference letter for a specific applicant. However, by doing so, they would have access to other reference letters already uploaded into the same row. Is there a…
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Automated updates to Dropdown List
Users need a way to dynamically match / update a Dropdown list column based on an Inventory sheet, e.g. criteria from another column or sheet. Use case 1: When an item is out of stock, on an inventory list, remove the item from the order sheet and user form. Use case 2: When a project or task is listed as complete, remove…
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Editable update requests
It would be very handy to be able to edit rows that have already been included in update requests, as quite often people who are responsible will change (or cover someone else) -currently it's not possible to, you have to delete all and then re-do, which isn't a good use of time. If, when selecting edit, the rows showed up…
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Merged: Update request reminder/resend
This discussion has been merged.
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Update Requests (save and update) even if not all complete
Update requests are a great feature and used a lot. However, for a number of our users, this could mean they receive maybe 10 or more to work through. The current behaviour requires the user to update all of them in the one session to complete an update. This can be difficult in terms of time, requiring additional…