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Alerts & Actions Issues
We have implemented a Smartsheet that uses a vacation approval workflow. A form is used by an employee to request time off. Once the form is submitted, an entry is made in the Smartsheet and an approval request Alert is sent to the appropriate manager for approval. This part is working. When the manger receives the email,…
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Successor Column
Hello, Could the SmartSheet community get an update on the successor column from the products team? I believe this was first requested a few years ago in late 2015 and has been by others multiple times since then. Thanks, Riley
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Cannot update % Complete via Update Request form
Hello Smartsheet community, Hoping this is simple user error, but can't seem to figure this one out. I have a PM who needs to submit an update request to her team and have her team submit an updated % Complete in return. Right now, recipients are seeing an non-editable field where % Complete appears. I tried launching…
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Row Update vs. Added Alerts
I specifically set up an alert rule to notify me when rows are updated in a sheet and intentionally left added unchecked, but Smartsheet treats adding a row as an update and sends me notifications every time a row is added. Please correct this issue.
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Form URL Link
Hello everyone. My issue here is that I have created a form and I am not sure how to shard it with other users as there is no URL Link for the form, only available for the spreadsheet. On the Manage Forms, I can only see the button, "Test This Form". Any ideas? Thank you in advance!
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File Upload from Customer into their Designated Row
I was hoping somebody could help. I have a form set up where customers can upload their artwork directly to our sheet and once checked I send an approval request as a proof. However if the proof is declined or we check the file and it isn't print ready we require customers to upload a new file (artwork). I have tried this…
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Setting up automatic reminder system
Hello community, I have a tricky question here concerning how to send out a reminder automatically based on the following idea. I have a sheet which lists the status of certain rows. Each row has a column that indicates with Green/Yellow/Red/Gray dots (symbols) - these indicate if an item has been fixed, pending, still…
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Error when a customer updates a file
I have been working on a proofing system which automatically sends an update request if a customer declines their proof. Prompting them to upload new artwork. I include the attachments column on the form when asking for a new file, however when I am testing the update request I receive the following message when trying to…
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Smartsheet Chrome app refresh
I'm using chrome app for smartsheet, and I load a report, but the report is auto updating, if the sheet is updated via VLOOKUP the report won't update till i click refresh, is there a way to auto refresh the app? thanks.
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Data -> Exported Form
Hello, I am relatively new to SmartSheets but I am looking to place a form we have now into smartsheets to collect the data there. However our Executive Team likes the look of the original form... Is there a way to export data in a way other then in a grid/ excel looking chart? Id like to customize it and have it run only…
