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Automation - Request Update
Hi. I'm looking for help troubleshooting an issue I"m having with Automation in smartsheet. I set up a recurring request for updates to run each Friday at 8:00 AM PST to all Assigned To users in the sheet. The problem I'm having is my request automatically includes a form I created for project intake. I do not want the…
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Generate reference after box ticking
Hi all, Been trying to look for my solution here, but i can't seem to find it. Hopefully someone can help me. I have a supplier approval database with supplier info, several checkboxes for required docs, etc. Also have an approval column, and then an approval reference column. What i intend to do is, when i tick the…
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Can a Viewer Respond to an Update Request?
Can''t find an answer to this. I need people to be able to respond to update requests and enter info there, BUT NOT enter anything at the sheet level. Can a viewer do this? Thank you!!
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Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…
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Recording the date of a specific update and locking that date?
Greetings SMARTsheeters... Not sure if what I'd like to do is possible in SMARTsheet, but here goes... I'm working on a SMARTsheet that receives data adds and modifications from SMARTforms and autoupdate email requests. There will be various users entering and modifying the data in the SMARTsheet adhoc through these forms…
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Enhanced Color Options?
It would be really great to have more color options for formatting our Smartsheets. Having a color picker that presents a broader range of colors or allows us to enter Hex codes or RGB codes would be a really helpful enhancement as some of the default colors are too bright or distracting. Having the ability to modify the…
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Report Builder Problems
With the recent (Sept 19, 2019) update, non-licensed users no longer have the ability to update their Report Builder within SmartSheet. This poses a significant problem for my company, as we have multiple licensed users and ~100 (non-licensed) individuals who execute the tasks assigned. Am I correct in thinking that each…
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Update Requests - Comments & Attachments
Hi I would like to include comments and attachments fields in my update request as i would like these fields updating, but I do not want the receiver of the update request to be able to see previous comments or current attachments. Is this possible?
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Request update only if no recent update exists?
Am I being dense? I can see ways to automate a reminder based on conditions, but in a sheet with multiple submissions from one person, if I want to remind them ONLY if I haven’t received a recent update, I can’t say “don’t send if.” ? I can send a request for update based on “if not in the past” but if there is a recent…
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Use "Created By" auto generated field as a "contact list" for use with approval workflow
I have a form that is use to submit travel requests. I would like to set-up an auto-field that captures who the form was "created by", rather than having them enter their name into the "contact list". I was hoping to use this to then send an auto-generated workflow to this contact. However, I believe workflows only work…
