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Auto-populating dates
I have several categories in my 'Status' column. (Sprint Backlog, Planning, In Progress, In Review, Changes, Print Files Ready, Print Req Sent, With Printing Services, Complete, Blocked) I would like to have a date automatically populate when the Status becomes 'In Review'. Then, once that date is populated, and if the…
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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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How do I address a "pending" update request?
Hi I'm new to Smartsheet and can't seem to find how an answer to this. I've just located an Update request that has a pending status (found in smartsheet, not an email). How do I actually action the request and change the status from pending to complete? thanks
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Delete License User request
A new user at my company inadvertently sent a license request. I can't find an option to delete it. Help?
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Mandatory or Required fields to complete in a smartsheet
I have a need for users when updating or entering data in a cell in a smartsheet that they must complete some mandatory fields. A webform has this function, however on existing rows it would be ideal to have users who are given updates or entering in a new row to have to complete some mandatory fields before final saving…
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Sending UPDATE REQUEST to External Emails
UPDATE REQUEST to EXTERNAL Emails Problem statement: We tried to send thousands of "Update Requests" to external email addresses using one Smartsheet as the source so that responses can be collated centrally. This is to avoid sending an email to each external email or sending a blanket BCC email to the same addresses. None…
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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?