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Alerts & Notifications
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.
Comments
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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.
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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
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I used the IF statement idea and it worked like a charm. No need for multiple sheets or multiple webforms. Thanks!
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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
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@Scott, What worked for you?
I'm looking for something similar without having to use mulitple sheets.
Thanks!
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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
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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.
