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When I try to edit an existing alert I receive the attached error. We do not have any workflows and I cannot find any 'Advanced' menu. Help please!
New Alerts & Actions process:
I don't seem to be able to separate approvals to different supervisors based upon agent name in in a column. Has anyone figured out how to do something like that? The help guide seems to contain info for the previous way the alerts & actions worked.
It appears that I could add a supervisor column and that would allow me to do that, but when the supervisors are out of the office (usually several hours a day) I need to revert the approval process to the back up person- me. That would be a hassle to have to notify every agent to change the supervisor name listed.
Any ideas?
Hi John,
Click the dropdown menu under Create a new rule and select Advanced.
You'll have checkboxes to enable the alerts and action rules.
More information on this and other unsupported alert criteria can be found in the help center: https://help.smartsheet.com/articles/2477486-unsupported-alert-criteria
Why wasn't this part of the release notes?
Craig
How can you get rid of the uncategorized land in a report timeline view?
Please help! I understand that we can't customize the gantt chart bars anymore if it is a parent row but why am I getting random colors on the bar view in my report? I would prefer it remain grey. The first picture is the Smartsheet and the second one is the report pulling from the sheet.
Trying to understand why we don't have the option to remove a status by automation. For example, when external customer approves a proof, it fills in "APPROVED BY CUSTOMER" which then triggers automation, but the existing status of "SENT TO CUSTOMER FOR APPROVAL" remains as I cannot set automation to do that.