Adding email list for Automations
Hi All,
I have a Drawings Sheet that I use to update contractors with up to date drawings, I send them a simple published URL but do not share the sheet with them. (See below)
I use another Project Sheet to run the project and keep a status of the jobs. In this lists all the contractors with a Purchase Order for the works etc. (See below)
What I want to do is grab the contacts from the Project Sheet with their status set to 'PO Sent' as an email list for the automation on the Drawings Sheet.
Is there an easy way to automate this information from one sheet to another?
I hope this makes sense,
Matt
Best Answers
-
No worries!
We'd use Cross-Sheet formulas to collect the information. We'd use a JOIN COLLECT Formula.
✅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.
-
No, but good point, and that could also work, but my suggestion was to have the formula in the other sheet and collect it there.
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 @mallen101
Are you trying to copy rows from the Project Sheet to the Drawing Sheet that have a PO sent status? If so, you can use the copy/move rows automation workflow and set the condition to only for PO sent.
Thanks & Regards
Email ID: info@sspmconsultants.com
Did I answer to your question or fix the problem? Please
help
theSmartsheet Community
by voting it Insightful/Vote Up/Awesome, or/and Accepted Answer. It will make it easy for others to discover a solution or help in answering! -
No, I want to reference contacts in another sheet with a specific status in the row to create an email list to send automations... I feel this is currently not achievable in Smartsheet however...
-
Hi @mallen101
I hope you're well and safe!
Yes, we could collect the email addresses from the other sheet. Should all of them be collected in the same row or different rows?
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.
-
They're in different rows and I would want to filter them based on their status.
-
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.
-
Sorry I misread your comment, if I had to collect them and add them on the Drawing sheet then in 1 cell... But I could do that with Cell Linking, although I wouldn't know how to celllink with a filter...
-
No worries!
We'd use Cross-Sheet formulas to collect the information. We'd use a JOIN COLLECT Formula.
✅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.
-
I assume you would have to apply that formula to the original sheet then simply link the cell it into the 2nd sheet yes?
-
No, but good point, and that could also work, but my suggestion was to have the formula in the other sheet and collect it there.
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.
-
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.
-
Thanks Andrée, I'm fumbling my around it now :)
-
You're more than welcome!
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.
-
@Andrée Starå Just to make it easier on me, would you Join the Status Column (which has the PO Sent) with the Company Column (Which keeps the Contacts) then Join all Contacts that have their Status set to PO Sent?
Will this then populate a cell with those contacts?
-
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
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 430 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!