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Branching Logic for Approval Requests
I'm sure most of us have encountered a conditional approval at some point. Where we need to change something and then it's approved, or if they have comments but the approval is still pending and will need to be resubmitted, etc. Currently the approvals automation only captures values in binary form, yes/no, 1 or 0, option…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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Automatically Send a Copy of Response when Requesting an Update
When I am requesting an update using the Request an Update automation, is there a way to have the "Send me a copy of my response" box automatically checked? It appears this box only shows up with the particular automation
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Import Excel Workbook as Workspace or Folder
Currently, the import function only allows importing one sheet at a time. An easy solution to accommodate workbooks with multiple sheets is to allow them to be imported as a new workspaces or folders, with 1:1 sheets.
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Need to track number of update requests sent
We need to be able to track how many times an update request is sent for a particular row (for us 1 row = 1 request). Ideally, we want our field team to submit a project/request when they have all the necessary information, but want a way to count how many times a request is "sent back" to gather additional information.…
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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
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Merged: Remove Formatting Option on Report View
This discussion has been merged.
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Merged: Tracking Users' Sheet Views, Edits, Shares... All Activity
This discussion has been merged.
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Requesting Attachments via Update Requests Without Exposing Other Attachments
Hello, I'm interested in being able to send an update request to non-Smartsheet users outside of my organization asking for a document to be uploaded. My dilemma is that the update request exposes attachments already attached to the row. Is there a way to configure it so that doesn't happen? If that's not possible perhaps…
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Timed Access
Hi, I want to ask if it is possible to create a workflow temporary grant/share access to Smartsheet items (Workspace, Sheets, Reports, or/and Dashboard)? My organization has a quite a number of people that temporarily need access to specific Smartsheet items and it's a bit of hassle keeping track of users so as to take…
