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Creating Different Update Request Formats
I send update requests every day. However, when I send them, I have to keep removing some of the columns as those that I remove are not necessary for the person to see. Is there a way that I can save an update request format with those columns removed so I can quickly choose the right formats for the specific person I am…
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Feature Request
I have used Smartsheet for years and find it to be the best Project Management platform to date. I have a few features I'd like to suggest be added in the near future... please note if you'd find any of these helpful too. Hopefully this will help grab Smartsheet Developers/Engineers attention. - "View As (Other User)"…
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What to do when project ends?
Hi Smartsheet Community, Our company works with customers on projects for a set period of time. When a project is complete, we archive completed projects for internal use, but we no longer need our customers to view or edit sheets and sights in Smartsheet. When a project ends, is there is way to inactivate or close our…
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Send Update Request - Button not Hyperlinked in JIRA ticket
Hi All, I use Send update request to email alias that automatically creates a JIRA ticket. However the Open Update Form Button - is not linked in the JIRA ticket description ? Any ideas how I can get the Update Form button to open ?
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Auto Locking a Dropdown in a Form
We are trying to create a form or update request (not sure which would be best) that allows external users to select a date and time from a dropdown list and when one person has selected that time it then doesn't allow another person to select that time and disables it as an option. Is this possible with some sort of auto…
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Auto Update Request with a Single Attachment
Here's the scenario... * I have an auto update request set up that is sent to customers based on key dates related to their project row * I attach multiple files to each customer's project row related to their project. Some of which they don't need to see. * When the auto-update gets sent out, there is a single PDF…
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Limit of Update Request
We will use Automated Update Request to receive projects updates from our partners all over the world. Is there any limit of sent Automated Update Request when multiple changes are saved at once? For our use we will need 200 Automated Update Request to be send with one save-click. Explanation: in Smartsheet we are tracking…
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Human Resources Time Off Requests with Functionality
Hi, I found 2 templates on smartsheets for time off, but neither work, and I have attempted to customize to my needs and I am not able to figure it out. First I want a form that employees can submit their leave, Second create a workflow for approval, and Third be able to tally the balances automatically to the appropriate…
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Trigger notification/update request based on time elapsed since last comment or action on a row
We're using a ticketing system and trying to find a way to trigger automatic update requests when a ticket/row has been unacknowledged for more than 12 hours. Currently we're using the comments feature to post updates to the ticket across shift changes. How can I set an alert to go out if there has been no comment on a row…
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Automatically Adding Subtasks
I am working to create a Kanban Sheet and Cardview for continuous projects that we do in our office. We have the same subtasks associated with each client through 3 various phases. Is there a way that when I add a new client or Primary/Parent Task, that the same subtasks are automatically added? Thanks for your help!
