Alerts / reminders by profil

Corentin Dal Farra

Hello everyone,

In smartsheet I tried to conifgure a workflow that launch an alert to a specific user. Does someone know if it is possible to configure an alert workflow that would be sent to someone according to his function or profil (for example an alert for the project manager) ?

Thank you,

Best regards,

Corentin

Corentin Dal Farra

Hello Paul,

Thank you. For example I would like to have a group of users that are identificated as "project managers".

In my solution, I have only one sheet for my project with several phases and some tasks for each phase. Each task in my project is affected to a profile / fonction. If my task is overdue and that the function affected is "project managers" for example, I want to send an alert to all the users in the group "project managers".

Please let me know if I can add more details to help you see clearly what could be alternatives for this issue;

Have a great day,

Corentin

Paul Newcome

The easiest way to do this would be to add in a multi-select Contact type column. Enter all of the project managers into the first row then dragfill this into the remaining rows. You can then hide this column to keep the sheet clean and reference it in your workflow.

Either that or you could create a separate workflow specific to the Project Managers and specify them in the workflow itself.

Etienne Mermillod

I don't think it is possible for the moment, maybe it will be included in the future. I would suggest to create a Product Enhancement Request.

Paul Newcome

Can you provide more detail? How is your sheet currently set up? Would it always be the same Project Manager for the sheet, or do you have multiple projects listed on one sheet?

Corentin Dal Farra

Hello Paul,

Thank you. For example I would like to have a group of users that are identificated as "project managers".

In my solution, I have only one sheet for my project with several phases and some tasks for each phase. Each task in my project is affected to a profile / fonction. If my task is overdue and that the function affected is "project managers" for example, I want to send an alert to all the users in the group "project managers".

Please let me know if I can add more details to help you see clearly what could be alternatives for this issue;

Have a great day,

Corentin

Paul Newcome

The easiest way to do this would be to add in a multi-select Contact type column. Enter all of the project managers into the first row then dragfill this into the remaining rows. You can then hide this column to keep the sheet clean and reference it in your workflow.

Either that or you could create a separate workflow specific to the Project Managers and specify them in the workflow itself.

Corentin Dal Farra

Thank you Paul !

Paul Newcome

Happy to help! 👍️