-
Use Wildcards in an INDEX MATCH formula
Hi everyone, I need to use INDEX MATCH formula to get a DS# with a CNDT# in another report. The easy formula would be: =INDEX({DS Report Range 2}, MATCH([CNDT Number]1, {DS Report Range 3}, 0)), "") but the thing is that sometimes there are more than one CNDT#'s in a single cell. Since INDEX MATCH looks for the exact match…
-
Help improve my data collection process, with multiple forms, update requests, approvals, reporting!
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you see any issues or improvements. Sorry for the long post. Thank you! Need: Need to…
-
How can I retrieve deleted approval request email?
hi, I have a work approval request flow that being used to our department for document approval process. We have one manager who accidentally deleted the approval request email and we don't know how to retrieved it since it was gone in to the email deleted folder. Is there a way to retrieve an approval request email? how?…
-
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…
-
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…
-
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…
-
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
-
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…
-
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…
-
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…