Using Sheet Summary Field in a Workflow Alert

Hello - Is it possible to set up a workflow alert on a sheet summary field? I would like to be notified when a sheet summary field is updated.



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Karen Hansard

    Yes, but you'll need to use a so-called helper column where you'd show the values from the Sheet Summary and have an alert for those.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | E:[email protected] | P: +46 (0) - 72 - 510 99 35

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

  • Bob Kahn
    Bob Kahn ✭✭✭

    Hi @Andrée Starå , I am interested in the same functionality. I ended up creating a column that has the exact same information for every row. is this what you mean by a helper column?

    Here is my use case: I have a sheet that has a list of customers. I move a number of rows to a different sheet to allow our customer care agents to make calls. I am computing the number of weeks left in my sheet before the data runs out. When my "candidate" sheet gets low I want to alert someone that there are only N weeks left and they need to replenish the data. The problem is that since it is a row level variable it will repeat in the alert for how ever many rows I have left. I even tried doing a message only Alert and referencing the value in the sentence {{WeeksLeft}} and that too produced multiple lines.

    Any suggestions to overcome this problem are welcome. Hopefully my explanation made sense.


    Bob Kahn

  • @Andrée Starå Have the same problem as Bob, is it in the roadmap add these smartsheet reference to the roadmap. I basically have to add about 20 columns because of this in hundreds of sheets. It does not make sense.

  • Same issue I want to send a notification when a countM() value reaches a limit. I have a locked row where these values live but I can only figure out how to get to row data in the workflow. Any insight would be helpful.

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