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Feature Request: Add Customization Options to Update Requests
Our team values Smartsheet Forms for their clarity—especially features like helper text, reference links, and custom end messaging. These improve accuracy and user experience. However, Update Requests lack these options, making it harder to guide responses effectively. We’d love to see: Helper text for fields Ability to…
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Can we run the request for update to include all the rows that applied to one condition?
We want to know if it is possible to send request for update in one email, but with multiple rows at the same time. For example, staff A has 4 open referrals, I want to send one request for update automatically to them where they will receive only one email without having to overload them daily with all the open referrals…
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Update Requests: Conditional Logic
If feasible, please consider adding the ability to define conditional logic rules when configuring update requests. Rather than displaying all designated fields to the recipient, the update form could dynamically adjust to show only the relevant fields based on the recipient’s responses, thereby improving both the user…
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Can we set Request for Update to run only on Business days or based on Business days?
Can we set the request for update to be sent based on business days rather than calendar days? For example, I want the automation to send to staff assigned if no change in activities of the row for x days. We want to set this to be business days instead of calendar days. Would this be possible?
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Merged: Update Request Supercharged (Update a Sheet using a Form)
This discussion has been merged.
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Remove Zoom Setting Banner
I’d love to see this banner either go away entirely or fade out after it appears. I don’t use 100% zoom unless I’m presenting my screen, so having it pop up every time feels unnecessary. It also gets in the way when I need to copy or paste the page name, and overall it adds visual clutter.
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Update Requests Log - Complete Type (with or without changes specified) and Complete Date.
Hello, When reviewing the update requests on a sheet, I can see when the update request was sent (Pending Status), and also if the user submitted an update (Complete status). However, what I can't see is if the User actually submitted a change or not unless I exit the "Update Requests" and access the "Activity Log" to…
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Automation Help!
Can someone please help me with this automation? The request for an update works fine during testing, but after filling in the name of the BI resource (contact list type column), the BI Resource doesnt recieve a notification. The history is - I need a senior member of the team to approve this work to take place, firstly,…
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Batch update URLs in Hyperlinks
It would be great if you could add a feature to Find & Replace addresses inside Hyperlinks, so you don't have to edit each one manually when you have a general URL update, Folder update, or different Drive where your links are pointing. For example, Our company recently changed names, which effects our URLS. But all our…
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ISCRITICAL for Parent Tasks
Currently, Critical Path does not propagate from a Child to the Parent Row. Create a functionality or a new formula for ISCRITICAL to show on Parent Tasks, maybe even up through a specified number of levels in a hierarchy.
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How to further enhance user surveys
We are looking to start sending out surveys to clients to gauge customer satisfaction. We will do this at the end of a project and we know the project name and client details. I have created a smartsheet form that contains the survey questions, and the sheet does some high level analysis to measure and collate the…
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Date Display in Charts After Recent Update
After the most recent Smartsheet dashboard update, there is an issue with how dates are displayed on the x-axis of existing charts. Previously, my charts showed the full range of relevant dates, which was essential for accurately communicating trends and timelines. However, post-update, the x-axis now only displays…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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"Don't ask me again" option for duplicate file names
Hello, I use SS in my daily work flow and upload hundreds to thousands photos a day. It would be amazing to have a feature that say "don't ask me again" so I won't have to click "continue" every time.
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Update Request: Is there a way to prevent text from being edited in locked columns?
You can edit entries for columns that have been locked in the update request. Is there a way to prevent this information from being edited?
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Can I snag individual links for update request?
Hi, I am running a large program and using SS automated update request as a way to monitor the program — that is, participants get the survey automatically emailed to them with some of their information pre-filled. That piece is working great. But now, I would like to follow up with those who have not completed their…
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Reoccurring workflow start based on date in cell and end when a condition is met
It would be awesome to have be able to set a custom recurrence for a workflow that is triggered based on a Date Field instead of a hard coded date. This would be extremely useful for Update Requests and Alerts. For instance having it resend the UR/ Alert/ Approval until a condition changes that shows they have responded.
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Request An Update Based on Attachment Status
Is it possible to set "request an update" based on whether a line item has an attachment or not? I have a sheet set up right now that sends the requestor an email once their request is approved and they are supposed to upload a receipt. However, wondering if there's a way to set up this to be recurring every week until the…
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Can't enable notifications to messaging apps
I'm trying to get set up to send alerts/update requests to Slack. I am able to get a standard automation rule to send an alert to a channel, but I can't enable personal notifications in messaging apps I've already: added the Smartsheet for Slack app to my Slack workspace Connected ("Allow Access") my user account in the…
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Pause Workflow until Update / Approval Request is completed
It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.