Can you setup a recurring push of a sheet or report to people? I have a goals tracker that I want to send two a month to different people. Is there a way to have SmartSheet do this for me?
Hi Leann,
Yes, you can schedule to send the sheet or a report.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Yes, are you able to direct me to where I can get the steps to do that?
Excellent!
Please see attached screenshot of the process on a sheet. (it's the same for a report)
Hope that helps!
Andrée
Hi everyone, I have a sheet that is to collect all the information needed to enter material master data into SAP. To do that a per a form. We have 48 automations setup. Some of the update requests there are fields that we need them to see for reference, but we do not want them to be able to change. I can lock down the…
Is it possible to set up a workflow that automatically sends a monthly update request to a contact, prompting them to update a document and reattach it — and have the system replace the existing attachment with the new one? Currently, I send an update request with an attachment. The recipients download the file, make their…
hi I have an automation set up that sends email notification to all our students about their acceptance status. Its a request an update automation. The emails go the same domain name. Out of the 74 notifications sent out, 22 students are not getting it. I even ran it for just one of those 22 students, and she still was not…