Branding Update Requests

Can I add my logo to the update request so that they look similar to the automated alerts?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Scott Yohe

    Yes, you'll have to change the account settings or the workspace settings where the sheet is located.

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.

  • I've already done this. All the sheets and alerts have the custom branding except for the Update Requests.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Scott Yohe

    You'll have to change it manually on all the created ones before you made the change to the account.

    Did that work?

    Remember!Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Hi@Andrée Starå,

    I think I'm experiencing this too, but I don't see that the solution above was confirmed. I'm sending automated update requests as part of a workflow, but the update requests do not look nearly as clean and "branded" as the other auto-alerts I'm generating. My logo was previously uploaded to the workspace, and the workflow generating the update requests is new (under construction now). What other account setting should I look at?

    "you'll have to change theaccount settingsor the workspace settings where the sheet is located."

    谢谢!

  • nikki.hill
    edited 10/13/21

    @Andrée Starå

    Hello, I'm in the same predicament. The 'send alert' emails are branded with our company logo at the top; however, the 'send update request' emails do not include our logo. I'm unable to determine a fix for the discrepancy. Any solutions? I'm concerned end-users will mistake the unbranded update request emails as spam.

    Thank you!

  • I'm having the same issue. Update requests do not have our logo, but normal notifications do. Customers are either contacting us asking if the update request is legit or not using it at all and possibly worse, flagging it as spam or unsubscribing. It's even worse that the email header says my name via smartsheet which many of our clients don't know my name or smartsheet and no branding is present anywhere. Anyone can write a company name in the subject line so I doubt I'll have much response on this very important update request (taxes).

  • I am having this issue too. Is there any resolution on the way?

  • Still waiting on a resolution to this. Update request look very generic without the logo and coming from a "Name via Smartsheet." I have to do a lot of manual emails now because customers who don't know my name specifically often ignore spammy looking emails.

  • I am also experiencing this issue. I am unable to apply our branding colors or logo to the update request form that we use to collect feedback on our ticketing system. Has there been any progress on this?

  • Simon Wilcock
    Simon Wilcock ✭✭✭✭

    Yes, same issue for me. I have branding on all my systems and sheets but not on the Update Request for some reason.

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There we go. The [SO] column looks like it is being manually populated which is storing the data as numerical data, but the LEFT function outputs text.<\/p>


<\/p>

Insert a column on the reference sheet and use<\/p>

=SO@row + \"//www.santa-greenland.com/community/discussion/comment/276328/\"<\/p>

plus quote quote<\/p>


<\/p>

This will convert all entries into a text string so that data types match. You would then match on this helper column in your INDEX\/MATCH.<\/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":112223,"type":"question","name":"How to pull the most recent status symbol from another sheet?","excerpt":"Hello, I am trying to pull the most recent status symbol based off of the most recent date to another sheet. Basically, I am trying to get the yellow status symbol from the 20th to pull into another sheet and once someone creates a new update with the most recent date\/symbol, that symbol should be automatically updated…","snippet":"Hello, I am trying to pull the most recent status symbol based off of the most recent date to another sheet. Basically, I am trying to get the yellow status symbol from the 20th…","categoryID":322,"dateInserted":"2023-10-26T17:10:42+00:00","dateUpdated":null,"dateLastComment":"2023-10-27T20:14:26+00:00","insertUserID":169134,"insertUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":169134,"lastUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":29,"score":null,"hot":3396779108,"url":"https:\/\/community.smartsheet.com\/discussion\/112223\/how-to-pull-the-most-recent-status-symbol-from-another-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112223\/how-to-pull-the-most-recent-status-symbol-from-another-sheet","format":"Rich","lastPost":{"discussionID":112223,"commentID":402114,"name":"Re: How to pull the most recent status symbol from another sheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402114#Comment_402114","dateInserted":"2023-10-27T20:14:26+00:00","insertUserID":169134,"insertUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T20:42:55+00:00","dateAnswered":"2023-10-26T20:32:57+00:00","acceptedAnswers":[{"commentID":401926,"body":"

Hi @Brittaney Pizzato<\/a> - You would match the max date against the date column, and you don't need Collect in this scenario, so it could read as =INDEX({Project Health}, MATCH(MAX({Date}), {Date}, 0))<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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 in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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