Alerts not working

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Hi All,

I have a very simple smartsheet and if I add Yes in a drop down to a field (Output for Personnel File) then I want an alert sent.

I have made settings unrestricted although the alert is to me and I am the owner.

I have ensured that I save the data but nothing is triggered

However, if instead of an ALERT someone change the action to be REQUEST an UPDATE (nothing else is changed) then an update request is sent instantly.

Any ideas super smart people as I am obviously missing something 😥

Many thanks

Sue

p.s. the reason I am doing this as we effectively want to have the output, in a readable form, to attached to a personnel file in a different system. The print option just makes one line over several pages where I need more of the card layout. An alert or update request gives a layout that looks good and can be saved electronically

Sue Rogers

AmerisourceBergen - MWI Animal Health

Business Analyst

Best Answer

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Answer ✓
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    Hi David,

    Yes it did and it was my fault although very obscure.

    As an admin and owner I had clicked on notifications for almost everything other than people asking to have a licenced account. However, what I had missed was a little tick box saying to include my own changes.

    Andrée Starå from the community worked with me on this and everything was working fine if he made a change and he got the notification - so we were at pulling our hair out stage .... then found this tick box, hopefully screenshot shows it below, which meant it only wasn't working for me because I was making the changes in test and trying to send the alert to myself. I have now changed this setting and all working fine.

    Wishing you all the best of luck and give me a shout if you think I can help further:)

    Kindest regards

    Sue

    It is that bad boy in the bottom left SHEET CHANGE NOTIFICATION SETTINGS grrrr

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @SueinSpain

    First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission setting for the Automations. (cog in the top right corner in the Automation overview)

    Did that work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    Looks like my settings are OK as receive emails for changes & reminders, updates and approvals


    Had made unrestricted as been caught out by this before.

    To confirm as well - the above settings were made before I requested the alert

    The update request worked just not the alert - so something silly I'm doing wrong

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @SueinSpain

    Ok.

    I'd be happy to take a quick look and see if I spot anything.

    Can you share it with me?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    Yes of course but how? what email address etc do I use:)

    Sorry finished for tonight so resume tomorrow ?

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @SueinSpain

    Sure! No rush!

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    have shared as advised :)

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • David Shupe
    Options

    Hi @SueinSpain .

    I am experiencing the same issue. Did this get resolved?

    Best, David

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Answer ✓
    Options

    Hi David,

    Yes it did and it was my fault although very obscure.

    As an admin and owner I had clicked on notifications for almost everything other than people asking to have a licenced account. However, what I had missed was a little tick box saying to include my own changes.

    Andrée Starå from the community worked with me on this and everything was working fine if he made a change and he got the notification - so we were at pulling our hair out stage .... then found this tick box, hopefully screenshot shows it below, which meant it only wasn't working for me because I was making the changes in test and trying to send the alert to myself. I have now changed this setting and all working fine.

    Wishing you all the best of luck and give me a shout if you think I can help further:)

    Kindest regards

    Sue

    It is that bad boy in the bottom left SHEET CHANGE NOTIFICATION SETTINGS grrrr

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • Laresa Simpkins
    Options

    This is fabulous- I finally got it to work with this post! thanks!!

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