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Update/Approval request after declined
Hello, I am using Smartsheet for budget requests. The alerts & actions are set to send an approval request when the requester submits the online budget request form. If the approver declines the request, an update request is sent to the original requester where the comments, attachments, dollar amount can be updated. How…
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How do I edit which rows are included in an existing (recurring) update request?
I currently have multiple employees who update a lot of projects using forms and recurring weekly update requests. Each project has its own row. Those projects often get reassigned, and new ones are regularly added. I've looked all over the SS community to see if there's a way to edit which rows are included in the…
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Editing the subject of Automation Alerts
When I attempt to add values to either my alert subject or body by using {{Change Number}} format for column Change Number, it will not allow me to save the automation. If I remove that tag, it saves any updates correctly. Does anyone know why this would be? I attached a screenshot of the column properties.
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Automation
I'm still experiencing issues with automation. my approval workflow is not triggering. is this still being investigated?
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Automated - Otherwise - etc
I have three sets of dates in a worksheet. Initial Date, Completion Date and Closure Date. The Completion Date is often missed by personnel skipping steps, so i have added an "otherwise" condition with a Request an Update for this date. The initial condition is that this field must be filled in PRIOR to closure. But once…
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Using Contact List Column Type in Task List Forms
I made a recurring task list based on the template Smartsheet provides. I have tasks assigned to different contacts in a contact list column, and users enter new tasks through a webform. My issue comes when they enter the "Assigned To" name. Even if they type their name EXACTLY how it is on their account and in the current…
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Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
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Upcoming Release - Whats In It?
There is a new release coming. Yay! We were all just summarily notified of the upcoming release and the expected downtime. Any chance we can get a list of proposed changes included in the release? And please don't send me to the roadmap page with the generic message on releases and a copy of the release notes from the…
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Dynamic drop down list
Is it possible to link a drop down list to a query from another sheet column. For example It would be great to be able to have users select items from a list of the top ten sold items. This list would update as sale demand changes. or being able to only select items of a certain type based off another column.
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Updates via webform
I have a business rule list in SharePoint. When updates are needed, the change management process is managed in SS. Currently, the user has to tell us the ID number and name of the business rule manually. Lots of room for error. We would like to be able to pull the ID number from a drop down which then allows the data to…
