Notification help
Hi, I'm trying to use Smartsheet to send a notification per line of information from a sheet. I have used notification before but for this one I can't seem to get it to do what I need. I will have a sheet and will need to pull out 3-4 data points from columns. Some people may be on the sheet several times, but I need them to get a separate notification for each. I thought of using forms, but I don't need them to enter anything just need to send them details. Ideally need it to look like the following:
Hello,
Message
Property Name | Past Due Amount | Current Amount | Total Due |
---|---|---|---|
Thank you!
Answers
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Hello, Sholmes.
I am hoping that I understood your question correctly. When some one enters information in the 4 locations above, which is one row of information, you want an alert? If someone enters information in 1 cell, you want a notification. If they come back later, and enter more information, you want another notification?
If this is the case, you will have to create 4 separate notifications for each column, and assign the specific individual. I could not find a way to make one automation, and add in specific columns. It lets you do 1 column, or all of them.If there is anyone else out there that knows how to do it differently, I would LOVE to know as well!
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Hi, @Paul.Woodward thanks for your info. That's not exactly what I'm trying to do. I don't need them to enter any information, I want to send that information to them that will be on a sheet that I will generate. I want to create a sheet of information on my end and then send a notification per line to the contacts with a few data points that are pulled into the notification from the sheet. The people receiving the notifications will not need to enter anything.
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You can set the automation to run on a specific day of the week at a specific time, and repeat once a week, once a month, etc. If you need help setting it up, feel free to message me via email and I will hop on a quick zoom to show you how.
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with!
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