-
Recurring Update Requests until task is complete
I have a workflow where a contact is sent an updated request when they are added to the row. What I would like to know is how to have that update request sent regularly (daily, or weekly) UNTIL they have submitted the update request. Then I don't need them to get the update request anymore. Is there a way to do that?…
-
Automatically request updates weekly without a trigger event
We have created a new Smartsheet for our quarterly goals including an Assigned To, Status and % Complete fields. We would like to have an Update Request send out automatically at 8 am every Monday morning asking for people to update their Status and % Complete fields every week. I tried going in and creating a new Update…
-
Automation with Update Request
Hi, I have automation working with multiple approvals and update requests. 1. An approval is submitted to 1st person 2. They deny and the workflow is set to either deny in total or deny with an update request. 3. The person who submitted then gets the update request but it doesn't say what needs to be updated just that it…
-
Email INTO a sheet
We would like to have specific email addresses to add items to lists. Is this possible? For example, an Intern inbox of tasks. The subject line would go to the Task Name and the body of the email into Description or Comments. I guess this is a feature request... Rob.
-
Running workflow with alert & if, then formulas
When a row is added/changed, I need a workflow that kicks off an approval email to only two people. After those two people receive the alert to approve or decline (I only need one response), whichever they choose needs to fill in "approved by" and "approved date" columns in the sheet. How do I set this up correctly?
-
Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
-
Automation: Request an update but my contacts are not in a contact column
How can I work around this issue. My sheet is populating the "Contacts" via formula. I want to trigger automated update requests but am running into issues since I'm unable to convert the column type to "contact" since it appears that Smartsheet doesn't allow this functionality. Anyone have any ideas how I can work around…
-
Removing row data from update request email
For security concerns, we would like not to have the row data emailed in an Update Request. I will interpolate the context of the row in the email myself so would only need the subject and body of the email sent, along with the link to the update form. Any help is appreciated. Thank you.
-
Notification only show changed cells
I am sure this should be possible but can't find any direct reference to it: I have set up notifications and approvals in a workflow as consequences of a request for updates. I would like the notifications (and/or approvals) sent after that update to include only the cells that were updated, in exactly the same way that it…
-
Send Update - To update only selected cell?
Is there any way to allow only selected cell for updates? Reason being that I would not want other data in the row to be accidently and wrongly updated. Thanks!
