Ticketing Sheet: Update Request to Group?

Dajah
Dajah
edited 12/09/19 inSmartsheet Basics

I'm using the ticket template and want to use the update request feature. Currently it seems like the only way to do an update request is to assign it to a specific user, which doesn't make sense if you have an entire department working on tickets at different times of day.

How do you request an update to a ticket (row) from anyone in a particular group/department?

This is the ticket tracker we are using:

//www.santa-greenland.com/solutions/help-desk-ticket-tracker-and-form

Thanks!

Comments

  • Hello Dajah,

    If you're creating an automatic update request rule and you have a Dropdown list column that you can use to assign to a department, you can build a rule that will send an update request to individual users when the "Department" column changes to their department.

    You'd need to build a different rule for each department, and type in the email addresses for everyone in that department. (Screenshot attached as an example.)

    Screen Shot 2018-01-15 at 10.22.55 AM.png

  • Thank you for the reply.

    If the update request is sent to all users, does that notification disappear for everyone else once someone from that department has updated the item?

    Essentially I'd like it to be so that once the next team member online resolves it, every subsequent team member doesn't still have the request pending.

    Thanks!

  • Follow up question- can I set conditional formatting so that when a box is checked in a column (marking the row/ticket as Resolved) it clears the update requests that may be pending?

  • Hi Dajah,

    Creating this type of rule will send difference instances of the update request (on the same rows) to all parties. If one person completes the update request, it won't remove that update request for others (through conditional formatting or other means). There currently isn't a way to conditionally delete pending update requests automatically.

    If someone else submits an update request after one has already been completed—that previous person's update may become overwritten.

    Typically, the level of collaboration that you're wanting everyone to participate in is best handled directly in the sheet.

Hi Dear Andrée Starå<\/strong><\/a><\/p>

Thank you so much for your solution!<\/p>

It can work, but more like a compromise way. Editing on a report is less convenient.<\/p>

It would be better for me to set access right to each column.<\/p>

But that can also work for now, thanks a lot.<\/p>

By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"

@流风回雪<\/a> <\/p>

Excellent!<\/p>

Happy to help!<\/p>

I agree. Great idea! That would be a great addition to Smartsheet features.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Haha!, No, I'm not a bot! 🤣<\/span><\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":[]},{"discussionID":107057,"type":"question","name":"Forms URL query String, IS there a limit to how many queries can be used?","excerpt":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five fields to populate, but no more than that. =\"https:\/\/app.smartsheet.com\/b\/form\/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=\" + [Part Number]@row +…","snippet":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five…","categoryID":321,"dateInserted":"2023-06-28T20:33:16+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T13:07:19+00:00","insertUserID":162197,"insertUser":{"userID":162197,"name":"cjg","title":"Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/cjg","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T13:10:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T13:13:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":23,"countViews":102,"score":1,"hot":3376128935,"url":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":107057,"commentID":383315,"name":"Re: Forms URL query String, IS there a limit to how many queries can be used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383315#Comment_383315","dateInserted":"2023-06-30T13:07:19+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T13:13:00+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\/0T7JFZO9ETN7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T15:53:55+00:00","dateAnswered":"2023-06-29T15:20:18+00:00","acceptedAnswers":[{"commentID":383113,"body":"

@cjg<\/a> <\/p>

Excellent!<\/p>

You're more than welcome!<\/p>

Here's an excellent helpful article detailing the special characters that might need to be used to make the form work.<\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":1},{"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":204,"urlcode":"Forms","name":"Forms"}]},{"discussionID":107086,"type":"question","name":"Converting a date in a text type to Date type","excerpt":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\" column is a text\/number field. I want to convert this to DATE and put in the \"Date as DateType\" column. is there a way to do it?","snippet":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\"…","categoryID":321,"dateInserted":"2023-06-29T15:24:02+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":64466,"lastUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3376108452,"url":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","format":"Rich","lastPost":{"discussionID":107086,"commentID":383133,"name":"Re: Converting a date in a text type to Date type","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383133#Comment_383133","dateInserted":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+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\/P0PQ2RQRRSC5\/date-conversion-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Date conversion.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T16:09:01+00:00","dateAnswered":"2023-06-29T15:45:28+00:00","acceptedAnswers":[{"commentID":383125,"body":"

You will need to make sure your [Date as DateType] column is formatted as Date. This also assumes your [Date as Text Type] column is always in the same format. (Starts with full 10 digit date)<\/p>

=IF([Date as Text Type]@row <> \"//www.santa-greenland.com/community/discussion/comment/\", DATE(VALUE(LEFT([Date as Text Type]@row, 4)), VALUE(MID([Date as Text Type]@row, 6, 2)), VALUE(MID([Date as Text Type]@row, 9, 2))), \"//www.santa-greenland.com/community/discussion/comment/\")<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5432,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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