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Update Requests: Search by recipient and unplanned reminders
I am using update requests quite a lot, but they are not for recurrent type activities. I would like to think they would be recieved and acted on, so I don't set up reminders.
My problem is that recipients are working across many production jobs, and not reporting activity consistently, using the Update Request system. This is partly due to slackness, and partly due to it being difficult to see all the Requests that are accumulating.
My desire is:
1. That each user should have all the active Update Request they recieve added to their to Smartsheet "My To Do List". These would automatically remove themselves when the update is done.
- 2. That the emailed Update Request should optionally take the form of a task, that would go on thier email client task list (eg Outlook), if that is what they prefer to work with.
3. That I can search ALL Workspaces and Sheets for ALL active Update Requests for a particular Recipient. Then I would like to be able to send Update Request reminders to that Recipient either individually, by multi-select, or select All.
4. It would be useful to track response times for Update Requests, and to see the history of Update Requests on a per row basis. This might form a quantifiable KPI.
5.最后,it would be useful to more easily see the details of changes made, and how long they took... This could be in the details presented when examining a completed request, or hotlinked to the relevant cells.
Comments
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Travis EmployeeHi Adam, those are some great suggestions and I will pass them along to our product team. I have a couple of thoughts though...
Have you tried usingreports, rather than update request? Each user could have their own report that pulls in tasks from a single sheet or all sheets that are assigned to them and open. This is live data, they can make their changes in the report and it would be reflected in the sheets. Once a task is marked as complete, it is removed from the report.
(regarding #3) You could build a report that pulls in all the open tasks from all your users or filter by a user or status. This would be a live report which is updated as the sheets are updated.
Reports can be set to send to a user on a recurring basis. You could set up a report for User A that emails them all their open tasks every Monday at 8am.
(regarding #2) It is possible to publish a calendar to Outlook using iCal the an ICS file. Info on that here:http://help.smartsheet.com/customer/portal/articles/775707-publishing-a-smartsheet-calendar-to-ical
Categories
HAS() will only return true under three conditions.<\/p>
- The cell is a multicontact cell and contains a match for the contact<\/li>
- The cell is a multiselect dropdown and contains a match<\/li>
- The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>
I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>
This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>
=IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>
<\/p>If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>
<\/p>If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>
<\/p>If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":109146,"type":"question","name":"Identify Workflow from ID?","excerpt":"Good morning, got a random one. Is there any way to identify what sheet or workflow an automation ran from? I got a rogue automation this morning, and I don't know what sheet it lives in. However, I noticed at the bottom of the email, there is an ID number, similar to a sheet or row ID. Is there any way, maybe with the…","snippet":"Good morning, got a random one. Is there any way to identify what sheet or workflow an automation ran from? I got a rogue automation this morning, and I don't know what sheet it…","categoryID":321,"dateInserted":"2023-08-18T14:25:47+00:00","dateUpdated":null,"dateLastComment":"2023-08-19T08:29:31+00:00","insertUserID":137019,"insertUser":{"userID":137019,"name":"Samuel Mueller","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B9G8B70WXQWC\/nKTI46EH9WQOM.jpg","dateLastActive":"2023-08-18T20:30:29+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"updateUserID":null,"lastUserID":161820,"lastUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-20T04:58:20+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":50,"score":null,"hot":3384804918,"url":"https:\/\/community.smartsheet.com\/discussion\/109146\/identify-workflow-from-id","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109146\/identify-workflow-from-id","format":"Rich","tagIDs":[227,334,448],"lastPost":{"discussionID":109146,"commentID":391519,"name":"Re: Identify Workflow from ID?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391519#Comment_391519","dateInserted":"2023-08-19T08:29:31+00:00","insertUserID":161820,"insertUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-20T04:58:20+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/EYR2B79VH1AY\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T19:37:53+00:00","dateAnswered":"2023-08-18T19:10:30+00:00","acceptedAnswers":[{"commentID":391468,"body":"
Yeah. That does sound like it could take awhile. Haha. And if you knew the sheet I'd, you'd be able to just jump to it in SS instead of needing the api.<\/p>
<\/p>Maybe a product enhancement request to expand the workflow portion of the api to include the sheet id is in order.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
