OFFERING ASSISTANCE

Andrée Starå
Andrée Starå ✭✭✭✭✭✭
edited 06/16/22 inSmartsheet Basics

Hi, I'm Andrée!

Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

I'm always happy to help!

E:[email protected]

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @WORK BOLD

SMARTSHEET EXPERT CONSULTANT & PARTNER

https://workbold.com/

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Comments

  • Bái Phạm Minh
    Bái Phạm Minh ✭

    Hi Andre,

    Glad to know you !

    I have one task to create the approval and form . The story as below :

    1. I have a project with the due date and result. And if any project member want to extend the due date, they need a approval from manager. If the manager accept, the due date with change to new due date. If he decline, nothing change. So how can i do ?
    2. Can using a Form in smartsheet as the approval form, and after submit, it will send to Manager to approve ? So can you help me this one. Thanks
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Bái Phạm Minh

    1. Unfortunately, it's not possible now to have the value change after Approval, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could use a 3rd party service like Zapier or similar. Is that an option?

    2. Yes, the form could trigger an Approval workflow. Can you describe your process in more detail?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Bái Phạm Minh

    I have an idea on how to make 1. work as well.

    Can you describe your process in more detailand maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Categories

You have a misplaced closing parenthesis. Try moving one from after the ISBLANK function to after [Target Date]@row.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 19:57:07","updateUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T19:55:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":93973,"type":"question","name":"Dashboard Charts","excerpt":"I have developed a line chart that shows the monthly percentage values. The chart seems to be working fine, but one thing I've noticed is that in some instances it will display one or multiple numbers more than once. For example, the percentage values range from 97% to 99%. The line chart will show two tick marks for each…","categoryID":321,"dateInserted":"2022-08-05T13:07:40+00:00","dateUpdated":null,"dateLastComment":"2022-08-05T16:01:50+00:00","insertUserID":134850,"insertUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2022-08-05T20:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3319421970,"url":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":93973,"commentID":338823,"name":"Re: Dashboard Charts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338823#Comment_338823","dateInserted":"2022-08-05T16:01:50+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2022-08-05T20:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/EGZSEH9NF13E\/line-chart-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":""},"alt":"line_chart_issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-08-05T15:59:48+00:00","dateAnswered":"2022-08-05T15:53:34+00:00","acceptedAnswers":[{"commentID":338816,"body":"

It is because of the size of the widget vs the scale of the data. If your data had a larger range of numbers or the widget was smaller then it would not show those duplicated values on the vertical axis.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 15:59:48","updateUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":93948,"type":"question","name":"Using text building blocks within automation and update requests","excerpt":"Hi, I have built a sheet for lead management. Now, I think about building another sheet where I put text building blocks with corresponding numbers inside that I can use within the automation process f.e. update requests. text 1 = good morning text 2 = thank you for your request text 5 = please find attached ... text 3 =…","categoryID":321,"dateInserted":"2022-08-04T18:42:19+00:00","dateUpdated":"2022-08-05T02:05:14+00:00","dateLastComment":"2022-08-05T15:01:54+00:00","insertUserID":151036,"insertUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":126598,"lastUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":18,"score":null,"hot":3319351453,"url":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","format":"Rich","lastPost":{"discussionID":93948,"commentID":338804,"name":"Re: Using text building blocks within automation and update requests","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338804#Comment_338804","dateInserted":"2022-08-05T15:01:54+00:00","insertUserID":126598,"insertUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-08-06T10:40:52+00:00","dateAnswered":"2022-08-05T15:01:54+00:00","acceptedAnswers":[{"commentID":338804,"body":"

Hi @Jörg Schmidt1<\/a> <\/p>

This is definitely possible, if you only have a few outcomes you can use a formula to create the response in a cell that you can pull into a notification message.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

This formula based on your example gives the above results.<\/p>

=IF(AND(Enquirer@row = \"Start up\", Request@row = \"whitepaper or e-book\"), \"Good Morning\" + CHAR(10) + \"Thank you for your request\" + CHAR(10) + \"Please find attached\", IF(AND(Enquirer@row = \"Private person\", Request@row = \"offer\"), \"Good Morning\" + CHAR(10) + \"Kind regards\" + CHAR(10) + \"Please find attached\"))<\/p>

Hope this helps<\/p>

Thanks<\/p>

Paul<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-06 10:40:52","updateUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">