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Automated update request not working
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in the sheet you can see that there's an update requested). Can you please help? Thanks…
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Need a way to identify if a row has been approved/rejected via proofing
Hi, I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row? For example if a document is rejected then I would like to change the status of the row to…
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No Consolidation w/Double Bracket Placeholders?
There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them? NOTE: Adding placeholders to your messages may possibly result in you receiving multiple alerts or actions where you may have previously received a single,…
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Introducing Automated Workflows and Recurrence
Community— We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now: Consolidate multiple automated actions into sophisticated workflows, including multi-step approval processes Address a variety of scenarios in a single workflow with…
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Avoid access to smartsheet when request for update
First of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able to reach / open it. I send requests for update with automatic processes. but when counterpart…
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Save Button For Webforms
Hello Smartsheet, I have seen multiple threads from as far back as 2015 asking for a save button for webform all of which have a general response from employees saying this will get added as a possible future update. it has been about ~2-3 years in some cases. As a user community, this is an important function for data…
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Row edit feature and sheets
Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by different areas. One of the areas prefers to work in the edit form to see the information vertically…
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Alerts and Notifications
Hi everyone! New to Smartsheet and trying to figure out the automation aspect - which is what really sold us on the software. So, I have a question - is it possible to send out notifications/alerts based on specific changes within a row? For example I have two tasks - Demo1 and Demo2. I need a notification to be sent out…
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Update Request Glitch
For the past 3 days, our update requests have been going out with glitches. When our staff presses the blue button to open up the form, instead of seeing the row information we sent out, they see pages of the text that we put in the message body of the email asking them to fill out the form. So if a request sends out 5…
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Can you create a Sheet Rollup of all open actions from each project owners sheets?
What about a sheet to roll up all open tasks of each project owners sheets so a managed worked flow to request updates would include all updates needed for all the project owners sheet actions? This way they are not getting a lot of separate emails for updates on each sheet.