Weekly Automated Staus Emails to Clients
I'm running a landscape installation company in Smartsheet and I'd like to set up a way to send an automated weekly email to the client's email address stored in a contact column with their jobs that are coming up in the next few days. In my sheet, each row represents a job and I have a start date. I see that I can filter…
Using Contact List Column Type in Task List Forms
I made a recurring task list based on the template Smartsheet provides. I have tasks assigned to different contacts in a contact list column, and users enter new tasks through a webform. My issue comes when they enter the "Assigned To" name. Even if they type their name EXACTLY how it is on their account and in the current…
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
Alert a user when an automation isn't going to work
I have a sheet where there is potential for an incorrect email to be added via a form (SS requires an email be entered for it to populate correctly into a contact column if not in the SS directory-if you have a fix for this, I would love it!). As the owner, I am notified when a user will not be alerted due to an incorrect…
Index/Match always returns the same
Hi all, Been searching on the community but could not find an answer to my issue. Sorry if i missed it. So i have a Master sheet for the sales team, with all the customers to contact, with one rep allocated on each of those customers. Then, the individual reps will have their own spreadsheets with only their allocated…
Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
Unrecognized System Contacts
I'm seeing behavior in a sheet that I'm not sure if this expected or not. I am a known contact in our corporate instance of Smartsheet. The screenshot displays content in a sheet column that is created by submission of a form. For this particular column, it's populated from an email address in the form field. Submitters of…
Submitter automatic approval email
Once someone submits a form, they receive a notification that says their submission was successful. Once the approval flow has happened, if approved how can I have the same submitter receive an approval email....or disapproved if that is the case. Is this possible if the submitter emails is recorded in a column?
I would like the ability to send an automated email to a sheet assignee at a certain time with attachments linked on that line in the smartsheet. preferrably I would like to be able to create a user group instead of a single assignee so that the email can be sent to multiple people but at this time it cannot be automated…
Contact Column Question
Hi everyone! I have a quick question, so I am currently trying to make a sheet to send out approvals to vendor managers for extensions for expiration dates. The thing is the managers are all part of different departments and not all departments use Smartsheet so not all of the managers even have an account. I have a column…