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Automated Weekly Request to Complete Form?
Is it possible to set up an automated, weekly request for individuals to complete a Smartsheet form? Individuals would be adding new rows each week, not updating existing rows. Therefore, I can't tie the workflow to a specific condition. The only workaround I've thought of would be to create a separate sheet with a date…
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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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Include Column Description in Update Request Form or Form to Update Existing Rows
It would be incredibly helpful if the column descriptions were included in the update request form. We will request information from users who do not have access to the sheet and likely will be unfamiliar with the type of information that should be included in the column. Forms allow help text, this should also be a…
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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…