Trending in Smartsheet Basics
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Sending Alert Email based on Contact Column without sharing sheet
I would like to create an Automation to send an email regularly to recipients that are in a Contact column based on some criteria. After setting up the Alert Email it says that I must share the sheet with these people in order for them to receive it. The email contains no information from the sheet other than getting their…
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Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
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Workflow Notifications (Alerts)
The Manufacturing department in my company created a sheet to track requests related to downtime. I was asked to set up several workflows. One of these workflows is to notify the Head of Manufacturing and his direct reports whenever a new request has been submitted or the status of a record changes. These alerts are sent…