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Allow Parent Row Update Request to Include Children Rows
The idea: When creating an Update Request for a parent row, allow the selection and inclusion of Children rows. When creating an Update Request, you can specify which columns you want to include in the request. I recently encountered a situation where I wanted a user to update a section of rows (Parent + 5-6 Children). In…
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Generate a copy of a row with each response when multiple people respond to a update request
Currently I am working a project where I have multiple people assigned to a task. When I send out the update request to the contacts assigned to that task, both get the form and when one updates data, the other then has to override the data when they respond, not being able to capture both user's response makes it hard to…
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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…