- Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
- Smartsheet Workflow: Receive Notification once an update request is completed by the person assigned
嗨,我想创建一个工作流,将通知me when an update request I have sent to someone is completed. I can't seem to find one that will work. I am using a workaround for now, but it is not ideal. Thank you, Allison Bishop (760) 918-6900 x114
- Is it possible to have data automatically inserted from an image by image recognition?
I see that Microsoft excel has the ability to use OCR to insert data from an image so I was wondering if it was somehow possible to integrate a working version of this into a Smartsheet. Thanks in advance.
- Customisation of emails not working????
I use automation a lot including notifications and update requests. To limit the receiver's access to only the fields I want them to update (otherwise they go wild) I select the fields for update but put all the other pertinent (not to be changed) information in the customised message using the {{field name}} function to…
- Effort Driven Tasks
This has been batted around for almost 5 years with SmartSheet promising that it will be upcoming. But I require Effort Driven Task. The Duration needs to adjust based on the % Allocation. This is essential. Please divulge why this has not yet been implemented and where it is on SmartSheet's roadmap for priorities…
- Smartsheet and Business Central integration
Hello All, I'm trying to integrate the Business Central projects table with the Smartsheet. I want to create a new project sheet in Smartsheet whenever a new project is added to the Business Central. However, it seems the Create a sheet option is not currently available with the PowerAutomate. Did anyone face the same…
- Preserving Approval Date
I heard in an ENGAGE 2018 video on alerts is that you can set an alert to request approval based on the values of one of the cells in the row. You can choose a column with drop-down properties to indicate that the alert was Submitted, Declined or Approved. Someone at the session asked if there is a way to know the date of…
- Digital Signature
Hi all, I've searched for this topic, but i could not find directly what i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solutions i saw were about using another software to do it, but those were from 2017. I am just…
- Reviewing Update Request info for 3rd Parties.
I am developing a booking system for requests using Smartsheet that outputs update requests to 3rd party couriers to submit quotations for services. One of the couriers, who is consulting with me to ensure out output meets their business needs, has come back to me with a question about "the permanency of record" that i am…
- Space to view Product Enhancement Requests
Hello, I'm new to Smartsheet and surprised to not find (at least not easily) a space to view Product Enhancement Requests submitted by other users (and soon to be myself). I've found several folks asking for certain features in community posts and they are directed to submit a form. I don't want to duplicate a request that…
