Creating Alert to Notify Users Once Agreement Signed

Kenric Duncan

Hello,

I am trying to create an alert that would notify users once an agreement has been signed. I have watched some Smartsheet videos but I'm still a bit confused on how to create one. Why might the “Automation” button not appear near to “File” button even though I am the Smartsheet owner? See the attachment.

Jennifer Whitlock

Hi Kenric,

 

Your screenshot appears to be of a Report and not a Sheet. Alerts can only be managed at the sheet level, not on reports. Hope that helps!

 

Jennifer

Scott Willeke

Thanks Jennifer you nailed it!

Kenric: Sounds like a very cool use case. Let us know that you got this working. If not, let us know that too so we can help you!

Paul Newcome

This can very easily be accomplished on the sheet level by following the videos provided by Smartsheet.

Andrée Starå

Hi Kenric,

Here's an excellent resource for Alerts.

More info: https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders

One way could be to have an Alert triggered by the Status changing to Agreement Signed.

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD