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Include Previous Update Request Response in Current Update Request
Hi! This is my first question asked on the Smartsheet Community and I'm hoping someone can help me, because this would greatly help our users. My boss and I run the HR PMO for our company, and we use Smartsheet to collect project updates for all active projects in the HR portfolio. Updates are requested from what we call…
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Manual update request to retain prior selections
When working to manage projects through Smartsheet, I use the automation for following up on items in various statuses, but there are times when manual requests are needed. It would be helpful if the manual update request dialogue retained the previous choices of columns and message from prior update requests on that sheet…
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Update Request Status
I have set up smartsheet form where it will send out request request twice a month to different recipients to input. Previously i had tested when the previously months request were sent out and if users did not input and submit their response, the link would still be available later. But recently i noticed that if the…
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Update Requests - Question
I am wondering if there's a way to send multiple update requests, but not have it be so many pages. Like all the rows on one page. Does anyone know a similar process to update requests that would do that? I don't want a client to have to fill out 80 pages when it would be easier to combine it all on one page. Thanks!
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Re-occuring "Row" event reminder
Allow a row reminder to be set to repeat, I.e., every 3rd Thursday, every Sept 1st, etc.… over a more extended period vs. one at a time and having to recreate it. The current process is a more involved task of creating a workflow and setting conditions for EVERY row that needs a reoccurrence.
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How do I send an immediate update request followed by recurring update requests until completed?
My current attempt: 1) When rows are added, update 'Status' to 'Pending Update' 2) When rows are added or changed AND when 'Status' changes to 'Pending Update', request an update (this is the immediate/initial update request) 3) When rows are added or changed AND when 'Status' changes to 'Pending Update', record a date in…
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Update request for cells with cell formula
Hi Smartsheet Community, I'm trying to automate an update request for a daily form submission. The data are entered to the source sheet from the form and I've used cross-sheet formulas to pull the data in the the format needed for the document builder sheet. However, when I run a test Update Request for empty fields in the…
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Automated Workflows Limit
Hi Is there any limit to how many "automated workflows" we can create in a single sheet? Asking because one of my projects is expected to have approx 30 automated workflows in it.
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Can a Workflow Cancel a Remaining Requests for Update if 1 of 3 people update?
I have a use case where we dont want to use request for approval because it writes an additional column to the sheet, we are currently using Request for Update to utilize the row form to assign a project task. When a row is created, it sends a request for update to assign a task to three people. Once one person completes…
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Why a contact is not saved after filling an update request?
When I receive an update request and I add a new validator, the contact can be selected and the update sended but when I check back in the grid the value is not stored. I discovered that when I delete the mail dropdown from the Validator column the value is stored in the cell. Here are the screenshots : For validator 2 I…
