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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.…
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Repeating columns on Gantt chart on all sheets
I don't see where this has been brought up in the last 12 months, but a simple but helpful feature for Gantt charts would be to be able to select columns on the left that would repeat on each page of a multipage Gantt chart regardless of the scale used for the chart. For example a 12 month schedule could be broken into…
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Creating an "On-Hold" status for projects in Resource Management?
Hi all, I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined. It would be great to use a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline,…
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Automation - include dynamic info from fields without losing single update request functionality
Hi! I'm looking at using Smartsheet for client SLA reporting I need to gather data from my team(s) per client, per market. I'm using automation to request an update (as below) I'd like to make use of the the {{ }} part of the automated email body, to indicate the client and the market specified as below, so I don't have to…
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Call out @ someone in comments, NOT have to share to sheet with them
As we all know you can Request an update with someone that is not shared to a sheet. We would like to Call someone out in the conversation so the person gets the email notification and can replay without getting full access to the sheet. This will keep all conversations in Smartsheet and it is much faster to collaborate…
