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Recurring Reminders
I set up indefinitely recurring update requests. Currently, I have to manually delete the update request when I receive the requested information. Is there a way to automate turning off a recurring reminder? For example, if I have a "date information received" column, is there a way to have the recurring reminder deleted…
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Adding to Inventory
I'm sure this is simple, but I've searched for a while and haven't found anything similar! I have a sheet set up to track each piece of marketing collateral. It starts w/ the beginning quantity (say 100 pieces) and deducts the number of pieces that have been requested (through a SS form on another sheet), then another…
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Update request form after completion/submit not triggering workflow
Hi, I'm quite new to workflow and I'm trying to achieve the following: A document need to be signed by 2 signatories, signatory 1 received an automated update request from workflow 1 which works well. I want workflow 2 to automatically request an update from signatory 2 when signatory 1 has completed his task. I tried…
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Automated emails
Hi, Is it possible to change the "from" address when sending automated alerts/update requests? Or is it always the default SmartSheet address? Thanks
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Delete a Sent Update Request
Since Smartsheet doesn't have the option to resend update requests that haven't been completed, I wrote a script to pull all sent update requests, filter on pending requests, generate+send new requests, and delete the original request. The problem I'm having is that the delete update request call fails every time. It fails…
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Backup tool for one user only?
I am using the backup tool provided through the below link with SmartSheet. The issue we are running into is that we do not need it to backup every single user (this is time consuming and bloats to over 3 gigs of data currently). We are looking to keep this more targeted if at all possible. Has anyone had any luck altering…
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Having multiple paragraphs in one cell for Approval Request
I'm trying to use Approval Requests for something and some of the columns are analysis's and are written in paragraph form. This is a formal process and I want it to look as professional as possible. Even though in smartsheet I can use Ctrl+Enter to add a space and create a new paragraph within as cell, when it is sent in…
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Can update requests not be combined by recipient?
While I understand the benefits of a sheet's workflow combining multiple rows into 1 update request, if the email field for all of those rows match, is there a way to not combine and send an email per row, meaning a user may get multiple emails?
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HELP with a large sheet and table layout/conditional formatting
I spent 15 hours trying to organize my data in an efficient way and just can't come up with a good solution. Smartsheet is great but SO limiting if you are used to Excel. I have 200+ sites that each has 31 activities. Each activity has 3 dates - planned date, reforecasted date and actual end date. I need a report that…
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Private Comments
I am trying to figure out if there is a way to make a Private Comment in Smartsheet? Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be able to view outside of the original document. How can I do this?
