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Setting up a weekly automation to alert someone in 30, 60 and 90 days of a date
I have a sheet that tracks employees certifications. I'd like to setup a single automation that runs weekly to alert the employee when the expiration date is within 180, 90, 60 and 30 days away. I'd prefer that the 180 day alert only be sent monthly until the 90 day date is hit, then weekly. I'd like the message sent to…
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Admin Paid - Automation
Admin will go into smartsheet and enter a value for 3 columns (invoiced processed date, invoice comment, and total amount) The trigger is setup where when any value is inputted here, that will alert the person in the row, that is the person who submitted a form. But I would like for the alert to also notify the VP Name.…
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VP approval - automation
Someone fills out the form. One of the questions asks for VP name. Depending on who they select this will send a trigger (same trigger). Does this look right? Then I basically just clone this trigger for every single individual? When this trigger gets sent, it needs to have the entire form sent to the VP so they can…
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1 month after - automation
Is this automation setup correctly? Need an email to be sent out one month after using the dates that are in the column. These dates will be populated once someone submits a form. This email will have a smartsheet link for them to fill out a new form.
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Anyone use SS for work order management?
Every month I have 40-50 customer sites I need to visit to complete tests or inspections. I want to ensure I'm being as efficient as possible and using SS to its full potential. I'm happy to screen share and/or teams video-chat to show what I've done thus far. Also, I'm curious if anyone knows how to change all card colors…
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When you receive a notification from of a mention @
Hello, is there a way to add more information in the notification received by email when somebody is mentionning you in a comment. Right now people only receive the info of the primary column, that is our invoice # + the message. But they would like to get the name of the customer that is in an other column. and second…
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Summary Fields in Automation
Is it possible to reference Summary Fields in automation? For example, I have a summary field named [Project Manager]. The syntax for which to reference this summary field is [Project Manager]#. I would like to create an Alert type of automation, in which the message might state "if you have any further questions, please…
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How to make a simple list of column entries and then display in a dashboard?
The sheet I am working with is organized with individual projects listed in rows and project specifics (start/end, budget, sponsor, etc.) listed in columns. I want to make a simple list of all the different project sponsors that can be displayed in a dashboard. I could use either a strictly text list (Example 1) or a text…
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SmartSheet security non licensed user w/ personal Smartsheet license
Hello, Recently I learned that a non-licensed staff member was able to copy a project sheet, create their own and then delete all of the information in the project account. I learned today that this person purchased a personal Smartsheet license. This allowed him to create new sheets in our business account workspace. This…
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I can't change a collaborator's name
I have added a collaborator's name as part of our team workspace; however, the system only adds her last name as her name. I have removed her and added her back, but the same result prevails. How can I make it so that the system allows me to modify her name? Does she have to do that herself? Please advise.
