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I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told this was possible from a conceptual standpoint when updating to Business edition account...
Anthony
you seem to know what you need the system to do but need to add a trigger like if this .... then that, eg is status is "Not Right" then Send out notification.
There are layers of choices to make, so yes you can do this, it is all about the action trigger..
Hope that helps
Richardr
I am new to this, so you may have to walk me through what you are telling me... Thanks in advance.
Not easy to do without properly understanding your Requirements first which becomes a consultancy job, my team can happily undertake that for you... it's what we do! but there is plenty of self help for you assuming you are Not seeking paid assistance.
https://help.smartsheet.com/articles/542904-using-notifications
That link is probably a good start.
Try mapping out your needs on paper first? Then write the rules, then run some tests for yourself, then set it up for colleagues.
Hope that helps.
thanks Richard. I will give this some thought.
Hi all, I am trying to build out a formula that will return "True" if the CIF #@row can be found above it in the same column (CIF #) AND the Days Since Created is between 30 - 365 days. All of the formulas I have tried have only gotten me so far as the "AND". Adding in the dates screws it up. The goal is to determine if…
I am getting a lot of REF errors for my predecessors and I can't figure out why. At first I thought I might have REF for predecessors to predecessors but that's not the case. When I export the file into Excel it shows the IDs in the place where it shows REF in SS. Each time I refresh the file I feel like different values…
I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula…
