How to trigger notifications for collaborators when responding to questions entered Smartsheet?

Options

Answers

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

    Hi @Marc Turner

    I hope you're well and safe!

    Not sure I follow.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic weekend!

    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.

  • Marc Turner
    Options

    Hi Andre,

    Thanks for your follow-up message.

    The process that I'm trying to set-up is when a person is assigned a question/defect entered in the Validation Questions log, I want them to receive an email notification, from Smartsheet, that a question has been assigned to them as opposed to them having to login to Smartsheet and check if any questions/defects have been entered & assigned to them. I thought I could set up this process in Smartsheet via automation workflow, however, I've not been successful in getting it done.

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

    Hi @Marc Turner

    I hope you're well and safe!

    How did it go? Did you manage to get something set up?

    I hope that helps!

    Have a fantastic weekend & Happy New Year!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!