-
Group Management Reporting Capability
I would like to be able to run a group report showing all the group names as well as those who are included within the groups.
-
Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
-
Smartsheet Update Requests with Automation
I set up and automation to send an update request and sends to a Contact field. Works perfect except that is doesn't bundle the requests by the Email in the Contact field (sends each request as separate emails). I think this is acting as designed but wanted to ask the community if anyone has been successful bundling…
-
How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
-
Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
-
End Date Not Editable in Update Request
Hello, I can't work out why the update field in my update request isn't editable. The task in question is a child row and the date is editable on the sheet level but not via update request. Grateful for any tips, Protonsponge
-
How to use the condition in request automation?
I am very new to Smartsheet and needing a bit of help. I am trying to set up a request update automation for individual fields as needed. For example I have approximately 32 fields that are autogenerated from a form. I am then trying to send an automation update request for fields that have a text associated in them,…
-
Multiple Date Ranges within the Same Row
From what I read this is still not an option with Smartsheet. I would also like to have multiple date ranges within the same row. I would like to be able to look at a project (start to finish) but also like to see Section A, Section B, and Section C date ranges within that project on the same gantt chart row. I currently…
-
Update Request Hyperlinks
This is a standalone of a request I've seen pieces of in other threads. I would like to see URL's that are included in the message of an Update Request be clickable when the Update Request has been opened. As it is, the email notifying the user of an update request has a clickable URL hyperlink, but when they open the…
-
Can you create update requests with Current User filter capability?
Good morning. We are trying to send a workflow update request to an employee that will then update a tracking sheet — however, we do not want to share the sheet with the recipient, nor do we want the recipient to be able to select the Go To Sheet link at the bottom of the update form (which I understand cannot be removed).…
