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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.
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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…
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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…
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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…
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:% 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?
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Annual School Operations Calendar
Can anyone recommend a format for an annual calendar for our school operations team? What I'm trying to create is a document to input all school activities for the year and plotting each department's tasks for each job. For example: School Open Day: events showing each department's tasks to achieve effective outcome. So…
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Collab invitations and update request emails not working
I've sent one invite to collaborate and update requests with myself copied, but my invitees are telling me they haven't received anything and that it's not in their Junk email box either. I'm not receiving copies of the invites, either. Is Smartsheet experience any technical glitches causing this problem right now? I have…
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Email a row needs to have comments saved in comments box and link to row in email
When using the Email row the functionality is excellent but the comments are saved in the comments box of the row automatically. Receivers of the email tend to just reply on the email as opposed to going to the row. Two suggesitons; 1. Make sender and receiver email comments save automatically to the row in the comments…