Automation set up for email alert

Kimberly Poletes

Hello Smartsheet community. I am still a newbie to the automation process and cant figure out what I am doing wrong on my sheet to create my alert or automation. Here is what I am trying to achieve:

I have a dropdown (multi-select) column "Status" (pending, active, complete)

I would like to create an automation to send out an email to the email address in my "Primary email" column when the "status" has been changed to active or complete. I have tried to set up a trigger doing the following and it has not worked:

Trigger: when rows are changed

Condition: Where: Status is equal to "active, complete"

I would like it to alert someone (send to contacts in a cell) using the email address populated in the Primary email column (currently a text/number column) but its not allowing me to select that for an option, so I figured I don't have my columns formatted correctly to complete this automation

Kelly Moore

Hello @Kimberly Poletes

Your automation is looking for a field formatted as a contact field. Change your primary email column to a contact field. If this is your actual Primary column, you will need a helper field that is a contact field that equals your primary field@row

Try that to see if it works

cheers

Genevieve P.

Hi @Kimberly Poletes

To add to @KDM's correct advice about Contact Columns, you may also want to change your condition to be when status is "has any of" instead of "is equal to", otherwise the automation will only run if both conditions are selected.

Kelly Moore

Hello @Kimberly Poletes

Your automation is looking for a field formatted as a contact field. Change your primary email column to a contact field. If this is your actual Primary column, you will need a helper field that is a contact field that equals your primary field@row

Try that to see if it works

cheers

Genevieve P.

Hi @Kimberly Poletes

To add to @KDM's correct advice about Contact Columns, you may also want to change your condition to be when status is "has any of" instead of "is equal to", otherwise the automation will only run if both conditions are selected.