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Setting up alerts on a Report
Comments
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Megan,
I assume that by report, you mean you have a sheet. Reports is a specific Smartsheeet functionality term, which is a way to view information from one or more sheets.
If my assumption is incorrect, apologies.
Add a column to flag the new row.
Here's one way:
1. Add one of the system date columns (either Created or Modified)
2. In your other new column, set that equal to the system column
=Created23
for row 23
3. Copy that formula to the rest of your new column so that when a new row is added, the auto-fill feature will add the formula to the new row.
4. Use a Notification (under Alerts) to fire of the email to the co-worker.
Hope this helps.
Craig
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Hi Craig-
I do in fact mean a Report. I have a report created that generates a new row when a date is put into a cell on a separate sheet. I would like to the report to email a co-worker when anything on the report changes.
Example: My sheet tracks product UPCs and when the packaging goes through a revision. When the revision date cell is filled in on the sheet the report list the item and the revision date. My co-worker then checks the report to see which items are currently going through a revision.
Thanks, Megan
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Megan,
That's going to be harder.
A report is not really a "thing" as it has no data until is refreshed/viewed.
To trigger the email, you'll need to trigger from the sheet(s) that are the data in the report.
I don't know how you did this:
"...a report created that generates a new row when a date is put into a cell on a separate sheet"
Can you explain that functionality? Are you using a third-party tool to do that?
.Or maybe I'm missing something obvious.
Can you send a screen shot of the report builder dialog?
Craig
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Craig, I think she means the report builder is set up in such a way that when a date is put into a cell on the sheet, the report adds it to the report. The report itself is not generating the row, but the report builder is looking for a date in a particular column in a source sheet.
To answer your question, no - reports cannot email someone when changes are made. You would need to set up the notification on the underlying sheet which could email the user when a change was made.
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Thanks Sasha. I'm off my game today.
Craig
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