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Merged: Generate Document Mapping Transfer (copy mapping over).
This discussion has been merged.
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Return update request URL via Smartsheet API
Update requests can only be accessed via recipients' email. In this community discussion, several use-cases are described in which it would be useful for admins or developers to be able to access the URLs associated with update requests. In my organization, it would be extremely valuable to be able to access update request…
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Download Links in Emails not Expiring
30 days when manual and 14 days when it's automated is frustrating, especially since most emails with attachments are sent using automations. We use this feature a lot with 3rd parties, most of whom aren't Smartsheet users. If they don't keep a file on record it usually means one of our PMs has to re-send them a physical…
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Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
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Merged: update forms
This discussion has been merged.
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view pending update request: icon not showing
Hello, I've built an automation that sends an update request using the docusign integration when a checkbox is checked (see automation logic below). In testing and in production, I can typically see the icon "view pending update requests for this row" - but not always. The icon is a round, with rotating arrows and a…
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Merged: Validation Phone Prefix is missing for many countries
This discussion has been merged.
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Sending as Attachment: attach as EXCEL
The ability to customize or change the default attachment from PDF to Excel. Smartsheet defaults to PDF but many time we want the Excel version and users can forget to change the toggle when sending a form. There is currently no way to change or set a different default.
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Make Logos Legible in Update Requests
A company's logo appears too small to be legible in the update requests. Please make the logos legible.
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Option to Not Allow Subsequent Changes After an Update Request Response
For update requests, provide an option to not allow changes after the first response. If an update request is sent to multiple people, such as the primary recipient and a back-up recipient, once one of them submits a response, don't allow either recipient to change the response. For example, a proposed visit date is sent…