Syncing Smartsheet to Company Directory
Hi all
I am working on a workflow and would like my Smartsheet to automatically notify a persons manager when something is entered. I cant figure out how (or if I can) get Smartsheet to sync with our employee directory.
Thanks in advance!
Answers
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Hi @brianw
I hope you're well and safe!
You could create a directory sheet and then use a cross-sheet formula combined with INDEX/MATCH to collect the email for the Alert.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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Thanks Andrée
Would the directory sheet link to the active employee directory? I am hoping to connect it to the active directory so it will update automatically as the list could have hundreds of names and I dont have a good way of knowing when changes occur outside of my organization.
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