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Trigger Approval Request with the submission of an Update Request
Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
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Report: Sheet Summary - Update Field from Report
I'm trying to find a workaround the lack of functionality in Update Requests. I have a Sheet Summary field called "Project Update" where our Project Lead is expected to put a brief statement on their project weekly. That field feeds up to the Project Dashboard and, subsequently, a Portfolio Dashboard to provide an update…
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Automated Workflow - Alert Notifications
Happy Friday SMEs! Is there a way to confirm an automated workflow "Alert" actioned properly. For example, when generating an "Update Request", you can validate if/when the request is completed by referencing the toolbar highlighted below --- Is there a similar feature (or mechanism) to track when/if "Alert" workflows are…
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Sheet Location (Workspace/Folder) on Sheet
Is there a way to show the sheet's location on the sheet itself? Where the workspace name or folder name or both would show on the sheet?
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Workflow Question - Decline with An Attachment
Wondering if anybody encountered the same situation here. I have a very simple mechanical drawing approval workflow that works fine if the approver only click on "Approve" or "Decline" button. The approval column will change to Submitted when drawing submitted (trigger by attachment), and changed to Approved or…
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Record a Date Action for Automated Workflows
I've noticed a few posts on Community re: the release of a new workflow action - Record a Date. I'm not (yet) a member of the "Social Groups" Community so I'm unable to read the full text of each post. In addition, a Smartsheet Partner @Debbie Sawyer made reference to the new workflow action in her answer to…
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Update Confirmation email limitations
Has anyone figured out a way to disable the update confirmation email that is sent following an update request? The email is confusing my user community because it links to a sheet they don't have access to. Is it possible to even change the text in the confirmation email to ask the team to ignore the link on the email?
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Update confirmation email from completed Update Request
We have noticed when using an Update Request that the Requester and Requestee (who completes the update) BOTH get an automatic email "Update Confirmation." Our Requestees do not want to receive the automatic email confirmation (after all, they know they have just completed the update request). Does anyone know how to…
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Trying to set up an Approval Workflow that triggers a cascade of Update Requests based on check box
Here's my vision: Someone submits information via a Smartsheet Form This adds a Row of data (30 fields) This triggers a "Request an approval" email to [Contact in a Cell] Contact receives an email with "View Request" button, to either Approve or Decline the data in that Row. When they click "Approve" it triggers a "Request…
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Row Action Indicators
While I can see the Row Action Indicators column in my master sheet, there does not appear to be a way to show these on a report. I have a process where I have sent an automated Update Request. In my sheet, I can see the pending Update Request in the Row Action Indicators column --> however, I cannot see this in any…
