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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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Update Requests - Resend
Is there a way to resend an update request? If I send an update request to someone and they don't respond, I would like to send another reminder to them without having to it all over again. Thanks Ian
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Resending Update Requests?
I'd like to be able to resend a pending update request as a reminder to my user. It doesn't appear that I am able to do this. I can view the request. I can delete it. But it doesn't appear that I can "resend it". That said, the "Edit" menu option is greyed out for me when I look at a pending request. Anyone have any…
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Automating Update Requests
Having read many posts on the subject, I am guessing there isn't a good answer, but I figured I would try anyway: I am trying set up a recurring task list for process checks in our plant. Every day, each contact has a number of checks to do. I have figured out how to set everything up so that the update requests go out…
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Automated update requests
Hi, I'm new to Smartsheet so am trying to get grips with it! I'm not sure if what I'm trying to do is possible, so thought I'd try the Community! I've managed to get automated approval requests working fine, but I'm struggling with setting up automated update requests - does this functionalist exist? I've attached a…
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Card view - Subtask
Hi, Everybody I need you help, in the card view, into subtasks how to request status update assigned To? https://docs.google.com/drawings/d/1_44tMamu1YJWOyEHxb-onfE_0QXsLNpdu0cKo7MxDv4/edit?usp=sharing Thanks,
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Alert rule has become invalid
Hi, I get an email that An Alert or Action rule has become invalid. What I am trying to do is use the Modified (date) field to send an approval request to someone if anything in the row changes. I think what is happening is that the Approval request is then recording "Approved" in the system generated "Approver Approval"…
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Automatically send a web form (feedback survey) as part of notification alert or conditional formatt
Is there any way to automatically send a web form (feedback survey) as part of notification alert or conditional formatting? I have a sheet with a web form that customers can use to submit requests for service. This sheet is viewable by staff that it is shared to. I also have a customer service feedback sheet that is not…
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Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
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Batch Update Request
I would like to send update requests for different rows to the 'assigned to' field in a batch request. Multiple update requests at one time. My specific purpose is to send out requests for proposals and collect PDF responses along with other information about the proposal and template the process to apply to multiple…
