-
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…
-
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
-
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…
-
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…
-
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…
-
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.
-
Automated resource based update requests
I would like to send the resources (and only the assigned resource) an update request each week for their tasks in all the schedules I have in Smartsheet. It's ok if they get one request per schedule. I understand I can schedule the update requests out in time and have them repeat, but it seems like I'd have to make an…
-
Update Requests for reoccurring process
Good morning Community, what is your recommendation when setting up Update Requests in a sheet for a process that repeats multiple times per year. Example, we run 8-10 promotions per year, for every promotion, we need to send update requests to 20+ separate trading partners. We would like to set up the Update Requests once…
-
Update request to mailer doesn't work?
Is there an accepted practice for sending an update request to multiple people? A contact column can only accept one contact rather than a list. I tried sending an update to a pre-defined mailer list, but when I send these requests, no-one on the mailer receives the email?! I can see the email being sent because I am on cc…
-
:% Completion Drop Down freeze
We are unable to use the drop-down option to update the % completion of our projects but it allows us to manually update it. It has being like this for about a week. How do I fix it?
