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Update Request to Contact List
As administrator I would like to setup update request weekly to assigned contacts (responsible parties) from a contact list. Is this functionality available? Thank you, Jay
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Approving Changes Made to A Shared Sheet
Hi all, long-time listener, first-time caller. I have been tasked with discovering a way that a sheet owner can control updates being made to a shared sheet through some form of 'approval' feature or process. My scenario is this: there is a master sheet displaying all approved, company-wide projects, complete with columns…
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Change in feature: Update Request
In the past, when an Update Request ws sent to multiple people, each would get an email and the recipients would all be shown This no longer occurs. The screen shot above is from Aug 2016. For one customer, this change may have happened recently (this month). Is this a change? Is this configurable? When did it change and…
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Keep indent on the reports (and on sights)
Hi there, I'm struggling to keep indents to materialize parents/child rows in reports. Below is the formatting in the sheet with the indent to materialize relationship parent/CHilf Is there any way to achieve that so I can keep the visibility on the parent/children in the Gantt displayed in my sights ?
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Request Update -- Can you categorize assignees into TO & CC?
Hi - I use the request update feature a lot - but, would love the ability to send the main "request" to the person doing to task and perhaps their manager or teammate as a CC? When I send to multiple people - there is always confusion on who should answer the update. Those CC'ed would see that their are only a copy & not…
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BUG: Update Request tab shows incorrect value
I created a single Update Request to three different users. One of the users updated the UR. When I went into the sheet, the tab still showed Update Requests (3) until I opened the dialog at which time, the number changed correctly to (2) I think this is reproducible. Any one else seeing this? Craig
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Single update request to multiple people failing?
Anyone else seeing this? A customer reports that when she send a single UR to multiple people, the first person "wins" and the others are locked out. I have not been able to reproduce it. Previous behavior: 1. Send UR to multiple people. 2. Each gets email. 3. Each tracked separately The customer says it does not work that…
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Filtered View in a Reminder
I want to use a filtered view in a reminder sent to all users of the sheet. Two other alternatives if that cannot be done would be to create a reminder in a report, or to stop the SmartSheet from displaying in the standard reminder. The goal is to send a reminder to team members that shows just the current phase of a…
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Send Update Request via API to Contact List User
Has anybody deveoped a solution using the API's to send Update Request from a sheet? Meeting with my developer to see if we can send an update request when the PAYMENT field changes to PAID status and the DATE PAYMENT RECEIVED is blank. Then send an Update Request to the User in the Agency Contact field which will be setup…
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Feature Request: Reminders with a custom days before/after or more day options
I am interested in setting up a reminder for rows where the 'Target Date' column is 30 days away. I'm only able to set reminders 14 days before a date, but it would be really helpful to send reminders at least a month out for more long-term projects.