Copy a Notification as an sheet attachment for a specific row
I am using SmartSheet for various Change Managment approvals, notifications tracking, and auditing automations.
Is there a feature or way that when an Approve / Decline automation is triggered, the notification and response tied to the row where the trigger originated from can be saved as an attachment?
We would use these saved notifications in case of an audit to prove receipt. Currently, I have a column that records the Change disposition, e.g.: Approved, Declined; and also inserts a date when the approval or decline occurred.
A related question for the same purpose is; can notifications be exported in any format or save somewhere long-term?
Answers
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Hello @Christos,
You may want to use Smartsheet for Outlook add-in or Smartsheet for Gmail add-on to copy what’s in your email message and add that information to rows in your sheets without leaving Outlook/Gmail
You can also save your email as a msg file or a pdf file in your local storage
Hope it works for you.
Gia Thinh Technology Co., LTD - Smartsheet Solution Partner.