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adding multiple approval stages for request form
Hi, I need to create a service request form that goes through different approval stages in our company. Stage 1 would be this: Co-worker fills out the request form which then goes to our accounts payable guy (AP) to check the budget. Stage 2: AP then decides if there's enough budget. If not, the co-worker receives a…
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Message Placeholders
Hi everyone, Does anyone know of issues with setting up "Message Placeholders"?? I followed the steps, refreshed, logged out, then back in but nothing happens. Not sure what Im doing wrong. Ive attached a screenshot.
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Automatic Form Repsonse
Hello, I have a form in which staff submit their mileage journeys. In the smartsheet (not the form) I then have a column which totals all their journey miles to give the total mileage completed and the amount to be paid to them which the person submitting doesn't get to see. Is it possible to set the sheet up so that an…
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Update Requests
Is there a way to set the period of time an Update Request is good for? (e.g. set an Update Request link expiration date) I'm running in to the issue of needing to access the Update Request more than once.
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Where do replies to Update Requests to external parties go?
I've sent a series of Update Requests to external emails and I've had about 50% response rate. I have had someone check the validity of the remaining email addresses and we've found several of the email addresses are no longer valid (they don't exist) and several others are issuing Out of Office Notifications. When I have…
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Last Modify Date based on Comments
I'm looking to see if there is a way to update the "Last Modified Date" system column when someone adds a comment to a row.
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System: Created By as Contact List?
I have a form that's only accessible to registered Smartsheet users. I believe that means that the System: Created By field will always be an email address. In that case, is it possible to use the System: Created By column as a Contact List for things like Notifications and Update Requests? That would be more efficient and…
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Drag & Drop Card View on mobile IOS/Android
Hello, I am able request the desktop site on any mobile device via the browser settings which allows to view cards. Touches work. Check boxes, Drop down menu etc. The only thing that does not work is the drag and drop function on mobile. Are there any plans to include this functionality with JQuery or some other?. Sencha…
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Data change before they're approved!
Hello! I'm a new smartsheet user and I've been testing it for the past 2 weeks to decide whether to use it or not. My problem today is when I send an update request to a user and set an approval request to myself, the changes made by the user get registered in the sheet before I approve the changes. So whether I approve or…
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Working Days in Dependency Settings with Predecessors
I currently have weekends blocked out in the dependency settings/working days. However If we get behind on the schedule and decide to work a weekend to catch up, how do I add back in a single weekend. I use predecessors to keep the project in the right order of operations. If I manually fill in a date on a weekend and…
