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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?
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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…
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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…
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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.
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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…
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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!
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Automation in Smartsheet-Responding to automated updates
I have workflows that automatically send update requests to my vendors when a task is 48hrs from its completion date. However, when they respond it goes to automation@smartsheet.com, and not to me where it should be? How can I change it??
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Feature Request: Clean up Pending Update Requests
I would like a mechanism to quickly find and modify (delete or resend) Update Requests in a batch mode (click-click-click send) Adding another column with check boxes in this dialog with options like in other dialogs would be a great place to start. Older Update Requests that are pending but noone will know about (because…
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Masked link in email notifications?
We use Update Requests a fair amount on our team. Sometimes in the body of the email I want to include a link to a Smartsheet Item like a Dashboard or an external item like a separate reference document. I have not yet found a way to do this attractively - I end up having to send the big, long, ugly URL. Thoughts?
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How to force a sheet to fully recalculate via the API
Hi there API Developer community, I wish to use the API to force a sheet to recalculate. Currently, we use a report that shows just the first row of every one of our 50 or so project sheets and then we manually copy a new value into a column on that report that we have put aside for the purpose. So, once a value like…