Alert Triggers?

wb3

Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am CST).

The workflow states that it last ran today at 9:03 am CST however, I never received the email. I have checked my Junk Email folder and the other intended recipients confirmed they never received the email as well.

My automation permissions are set to "Unrestricted" although in the workflow in the "Alert Someone" section, I have "Send to specific people" selected and I have added them from a pre-generated list of email addresses for my organization by clicking checkboxes- if that's helpful.

There are no conditions added to the workflow.

Do you have ideas on why the email reminder would not have been delivered even though the workflow ran?

Amanda Alv

Hi!

With Admin and Owner level permissions, you should be able to share with no issues. I double checked with the articles below and still see no conflict. Definitely let me know, I'm curious now!

Permissions on sheets, reports, or workspaces | Smartsheet Learning Center

Share a workspace | Smartsheet Learning Center

wb3

The sheet that the form is tied to was actually a copy from the owner of the workspace which I saved as new. When I created a sheet from scratch matching the form questions, the alert ran without incident. There must be something different with the original sheet that I was not aware of. Thank you again for your help!

Amanda Alv

Hi there,

Do you usually receive Smartsheet emails with no issues, or is this the first automation that would include you as a recipient? It's possible that your security protocols are quarantining it if so, otherwise, I'd set up a completely different workflow to run a test and confirm you are able to receive that one. It sounds like everything was set up correctly!

This may help: Issue: Email Not Received from Smartsheet | Smartsheet Learning Center

wb3

@Amanda Alv Thank you for your quick reply! It's not the first time I have had myself as a recipient on a sheet, but this sheet is within a workspace where I am not the owner, but I am an admin. I own the sheet, but I do not own the workspace. Do you think that would have an effect on being able to send the emails? I have moved the sheet from the shared workspace to my personal "Sheets" folder. I'll follow up to let you know if this fixes it!

Amanda Alv

Hi!

With Admin and Owner level permissions, you should be able to share with no issues. I double checked with the articles below and still see no conflict. Definitely let me know, I'm curious now!

Permissions on sheets, reports, or workspaces | Smartsheet Learning Center

Share a workspace | Smartsheet Learning Center

wb3

The sheet that the form is tied to was actually a copy from the owner of the workspace which I saved as new. When I created a sheet from scratch matching the form questions, the alert ran without incident. There must be something different with the original sheet that I was not aware of. Thank you again for your help!

Amanda Alv

How interesting...I wonder if any of the settings you can select when Saving as New had any impact on it.

Glad you figured it out!!