Why is my Smartsheet Automation forms not sending out emails?

Storme
Storme
edited 01/08/25 in Smartsheet Basics

Hi there

Hoping someone can help me with my Automation forms I am trying to send out to my team for a weekly report I need them to fill out.
This is what i have set up below and for some reason whatever I try the notification or emails just aren't sending out to my team and im not sure how to make this work.

Please advise.
Thank you!

Answers

  • AKnight
    AKnight ✭✭✭✭✭

    Hi @Storme!

    When looking at your automation permissions (located in the settings next to the "create from scratch" button) what is your permission level set to? I suggest trying to set it to "unrestricted" if it isn't already.

    Ashley Knight

    Lets Connect!

  • Storme
    Storme
    edited 01/09/25

    Hello @AKnight

    Thank you for your response!

    Yes, my permissions are already on Unrestricted, so I dont think that is the problem.

  • Hi @Storme

    There are no conditions set to let the automation know what row this should be attached to… what row to send out to those users!

    I understand that you're not looking to send any row, but the automation is expecting this to be tied to content within your sheet. What I've done before is have a helper row at the top of my sheet, with definable words (e.g. "Top Row"). Then I add in a condition that the row needs to have the words "Top Row" in it, to send out every Thursday.

    For the alert, you can have "Message Only" selected so it never shows the row to your end users, but the automation find data that triggers the notification. Does that make sense?

    Cheers,
    Genevieve

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  • Hi @Genevieve P.

    Thank you for your message

    I still cant seem to make this work?
    Maybe im not quite doing it right, I have added a column into my sheet with top row, see below. Is this correct?


  • Hi @Storme

    It looks like you've added a column - in this exercise you'll need to add content in the cells of the top row 🙂

    Here's my example in Row 1:

    That means the workflow can find a row with a cell that has your criteria (e.g. "trigger row" or "top row" or whatever you want to type there).

    Cheers,
    Genevieve

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  • Hi @Genevieve P.

    Awesome, Looks like it is working for me now!
    Thank you very much for your help😊