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Update triggered by day of month, repeat daily until complete
Sending a single update request does not always generate a response because many people are not good about answering all their emails, and then it gets lost in old email. I'd like to generate a daily update request that begins on a set day each month (like the 14th) and repeats daily until the person completes the update…
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Dynamic View Questions
Good Day All, I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view? Let me propose an example I need to get an update from my plumber on his repair of a pipe. I want to know…
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Multiple People Assigned to row
When multiple people are assigned to a project in a row, on a test, only one person can update the row and others receive an error. They receive the following error on the update request email. Is the expected outcome is only one person can update the row? Should the "Update Request" allow the sending to all people on the…
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Inconsistent Date Options
Hi I recently came across 2 date-related options which look inconsistent within the app. Would be grateful if the smartsheet development team can address it soonest! The Inconsistency: In the Workflow-Automation we can set a Condition as <any date field> is not today; whereas in the Conditional Formatting dialog, we don't…
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Approval Request after a modification
We are working with an approval workflow. In this approval flow the user has the possibility to change important things in the approval request. Problem: approval request is already sent We solved this by generating a new approval request when something in the request has changed. Problem: the persons who gets the approval…
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Sheet automation with a mix of relative dates and date ranges
Hello, One of our teams is using Smartsheet for team calendars, tracking things like time off, travel, working from home days, etc. Key notification criteria is based on start and/or end dates. Currently, their notification is setup to trigger when the start date is today. This doesn't catch when there is a date range…
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Poor Quality Outlook Emails from Smartsheet Automation
When receiving emails from smartsheet.automation.com, we are experiencing very poor quality emails that have large spacing between paragraphs, and sometimes the text is stripped from a sentence and moved to a different row. I had our IT look at it because I had a feeling it had something to do with our "Warning Label"…
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Automated Updated Requests via a custom email
Hi, I'm looking to automate sending an update request email to a group of 3rd party contributors via smartsheet. We want them to update their row in a sheet and we want to be able to click a box to trigger the update. We've explored using smartsheet automation by itself, but since the emails regarding this come from…
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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Free Smartsheet Users are not able to use "Send Update Request" feature anymore
I am a licensed user of Smartsheet and created one sheet and shared it with other users (who are basically using the free version, not on a license). Earlier, they used to use the "Send Update Request" feature on the rows that they seek an update from any specific user. Now they see that option greyed out and are unable to…
