Alerts & Notifications

Scott Fiegehen

Hello all,

I'm trying to build a sheet that notifies the right person when certain new records are entered (e.g. alert Person X when a new record is entered that has a certain column equal to ABC). In reading through some of the posts, I understand that "conditional alerts" aren't developed yet so I'm looking for other ways to accomplish the same end result.

 

In my scenario, I need a different person alerted immediately when a new record is entered, depending on what building name they enter into a certain column. For example, if Building X is entered, then Molly needs to be informed, if Building Y is entered, Fred needs to be informed, etc. These alerts need to happen immediately because we have to respond to the entry within 1 hour.

 

Since I can't think of a way to do this all within the same sheet, I'm thinking of building a different sheet per building (there's only 3 buildings so it's not that much work), each with it's own webform so users can add new entries. I can default the building name to the appropriate building and hide that field in the webform, then set up an Alert to inform that one person every time a new entry comes in. BUT here's my question - I know you can link cells from one sheet to another but can you link sheets so that multiple sheets merge into one master sheet? If I link a certain field, that one field will update when it's value is changed in the source sheet but how would you link a row so that when a new entry is put into Sheet A, it automatically comes over to the Master Sheet (keeping in mind that when a new entry goes into Sheet B, that needs to come over to the Master Sheet too).

 

Has anyone tried to automatically merge sheets like this? Worst-case scenario, I have 3 independent sheets but I'd like to have one master sheet if at all possible.

Joe Williams

Use zapier. 

 

Step 1 of zap -  triggers when new data is added to the smartsheet.  

 

Step 2 of the zap - read from a google sheet. Google sheets serve as your lookup table about who gets informed.  It should have two columns:

Building #     email address

 

Step 3  of the zap - send an email notification to the email address from step 2.

 

Whalla.  

Christine Oakes

You can follow this thread to accomplish what you're looking for within smartsheet: 

https://community.smartsheet.com/discussion/alert-based-report-not-sheet 

 

Christine

Scott Fiegehen

I used the IF statement idea and it worked like a charm. No need for multiple sheets or multiple webforms. Thanks!

J. Craig Williams

Cousin Joe,

 

Pardon me but LOL

 

http://www.merriam-webster.com/dictionary/voilà

 

Craig

Shaine Greenwood

Hi All,

 

We're actively working on this feature. If you have ten minutes to spare, we'd love to get your participation in a usability study we're running.

 

For more information, see this annoncement:

https://community.smartsheet.com/announcement/weigh-smartsheets-next-strategic-feature

 

Laura

@Scott, What worked for you?

 

I'm looking for something similar without having to use mulitple sheets.

 

Thanks!

Jeff Ballard

Shaine,

 

The last I heard conditional alerts were going to be released in February 2017.  Can you give us an update on when we can expect this feature to be turned on?

 

- Jeff

Shaine Greenwood

Hi Jeff,

 

We don't have an official date for this release, but we're hoping to get it out toward the end of the month. We want to make sure that we've released a rich and stable feature before it's released.