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Testing Workflows (Update Request Notifications)
Hello, I am testing a WF and I am not receiving the notifications via email like I thought I should be. I have attached screen shots of what I have set up. While I am testing the update request action, I am the specified recipient for each of the actions. Here is the process breakdown: * End Users fill out form and checks…
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Date column formatting
Hi! In regional settings, I can change the default date format for a particular region. I'm not able to find anywhere to change the default manually other than creating another column with a formula. For example, I'd like to just have the date show month/day. Is there a place to do that? Thanks, Richard
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Coverpage for Tempaltes
has anyone come up with a creative way to combine a template with a cover letter? So example - we use smartsheet to gather requirements, we want to deliver those requirements to our customer at the end of the project in a polished package. Right now, we use the export to PDF, and add a few notes in the provided comments…
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Automation / Update Request
Is it possible to set up an Automation / Workflow which will send a weekly reminder of any Update Requests that haven't been completed?
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Auto Downfill?
Is there a way for smartsheet to implement an auto-downfill function that allows users to input their desired formula into a column heading that makes every cell within that column (including cells added in the future) populate with said formula? This can help users decrease their time entering formulas and allow ease of…
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Product Suggestion - Admin Issues
This popped into my head as we have one of our licensed users who just refuses to share anything with any of us. What happens if they create a lot of important sheets that contain data and part ways with the company, how do we access this? The Super Admin should automatically have the ability to have access or a backup to…
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Send Request for Approval Again
Hi: I have a column set up that an instructional designer changes as the status of a project changes, and I have another column that indicates the status of approval. When the ID changes the status of the development to "In Review", a trigger sends the Program Chair a request for approval. If approved, the ID can change…
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Update Request to Multiple Recipients
I send an update request to 10 people. The request has the 10 recipients listed with text boxes under their names where they will each fill in data and SUBMIT it back to the SmartSheet. It works fine except when recipients go on vacation or are not available to answer the email update request. This holds up the entire…
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Why can't I send a weekly update request for a whole sheet - not just a row / web form
I would like to send a regular Update request for a whole sheet - not just a row in a sheet. Alternatively I would like to be able to set an Alert to go out automatically every week / fortnight / day rather than according to a specific date. At the moment I have to set up individual alerts to go out every fortnight. which…
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Send update request for all tasks not done for each assigned to user
I would like to send out a weekly update request for all "not done" tasks in a sheet, to all the users in the "assigned to" field. I can see how to easily do this with a workflow, but its sending all the "not done" tasks to the users. I want it to send only the task update requests for the tasks that that user is the…
