Change in email alert sender name in SmartSheet
Hi Team,
I need information and help on below.
We have set up approval and communication workflows in SmartSheet, which is working perfectly fine except one issue. The emails alerts for approval or communications are sent in the name of person who has created the workflow. Is it possible to change the email sender to generic name?
Best Answers
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Hi @Vinaykumar Bhat ,
If you add the sheet to a new workspace and then reassign a different user as the owner of that workspace. The sender of any automation within that workspace would show as the workspace owner. Note, the workspace owner must be a licensed user.
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
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I hope you're well and safe!
To add to Holly's excellent advice/answer.
Here's a possible workaround or workarounds
- Add a general user (licensed) to your account and then change the owner of the sheets/workflows to that user.
Would that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
Answers
-
Hi @Vinaykumar Bhat ,
If you add the sheet to a new workspace and then reassign a different user as the owner of that workspace. The sender of any automation within that workspace would show as the workspace owner. Note, the workspace owner must be a licensed user.
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
-
I hope you're well and safe!
To add to Holly's excellent advice/answer.
Here's a possible workaround or workarounds
- Add a general user (licensed) to your account and then change the owner of the sheets/workflows to that user.
Would that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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@hollyconradsmith and @Andrée Starå,
Thanks for your suggestion. It's working as required.😀
Have a nice day.
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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.
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Instead of owner name, is it possible to give the Generic Name (Project Name Like: "Retail Workflow")?.
Kindly looking for above solution since Management is advise to use Project name instead of Owner Name.
Appreciate your support.
Thanks and best regards.
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I hope you're well and safe!
If you add a general user account, you could name it to Retail Workflow, but if you want to have a different one for each sheet/project, you'd have to add multiple users that all need a license.
Make sense?
Would that work/help?
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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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.
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Dear Andree,
Thanks for prompt support.
My Scenario is different. I am handling multiple project in the Smartsheet with respective Workspace.
I am only authorize to that Project or Workspace with 2 admin ID (syed.majid@seddiqi.com and ibrahim.khaleel@seddiqiholding.com). Please note that currently the workspace is not shared.
Looking solution for below email notification.
Syed Abdul Majid via Smartsheet <automation@app.smartsheet.com> or Ibrahim Khaleel via Smartsheet <automation@app.smartsheet.com>
All user's are getting email as above. Looking for solution instead of Owner or Admin name is it possible to change Generic Name like Project Name or Meaningful Workspace Name.
Looking for smart solution.
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Happy to help!
Unfortunately, the only way now is to use the previous method or change your name to something more generic.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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.
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