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Help with update requests
Hi all, trying to get my head around automating update requests. I have a large sheet with many columns, each row is a record of an employee, most easily identified by the "email" column which is a type 'contact' and has their valid work email. It also tracks a multitude of events they attended, their reporting manager,…
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Getting approval notifications to email working
Hello folks, I have created a travel approval workflow whereby once a request for approval is submitted from a form populating a new row in a sheet, it should notify the approver via email. I can't seem to get it to work. The notification comes within the notifications center in the app (desktop and mobile), but the email…
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Send an Update Request at a Specific Time on a Specific Day
I have read several post regarding the ability to control an update request / timing. I have tried this multiple ways. 1) Created a Form - I struggled with the team picking the correct date (this was necessary). I setup a Outlook Calendar Reminder weekly so it would remind them at a specific time. When they submitted the…
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Block other users from editing curtain columns
I have a sheet shared with other users, but since the sheet has check Boxes to for approval I want to block other users from editing that column (check box) but still be able to view it.
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Weekly notifications / update requests delivery settings
Is there a plan to develop a weekly update requests from the Alerts and Actions screen with delivery settings which are the same as the settings defined when applying an update request for individual row or selected rows? It could have a great impact to have the delivery weekly on specific days and not dependent on…
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Enhancement Request: Improve Edit row from Report
Use Case: I have Sheet with lots of columns. Lots. 100 or more. I have a Report designed for a specific role and task set. The Report has a few columns. Two or more but less than 10. Limited view of the data. On the Row Menu, there is an Edit option that allows the user to see the Row in vertical orientation. However, all…
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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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So...What's On The Development Horizon For SmartSheet???
I have a lot invested in SmartSheet with my internal workflows and even client's. I have to know that there are REAL improvements and features coming out to STAY with SmartSheet. Beyond CardView, multi-contacts (negligible implementation) and a lot of UI cosmetic changes that were a mixed bag, not much has improved my…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Enhancement Request: Group Columns
Would really like to see an option to group or at the very least hide columns. Would definitely allow for an easier view for columns with =sum functions but still provide options to open up the details if needed.