-
Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
-
Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
-
How do I export the names/emails of collaborators who have access to a Workspace?
How do I export the names/emails of collaborators who have access to a Workspace? I need to send an MS outlook email to all collaborators of an existing workspace (over 70 ppl). In an effort to save time (e.g. avoid typing names 1:1) & heartache (e.g. inadvertantly leaving off a person), is there a way to export…
-
Access contacts from contact list in one sheet to share another sheet to
How to access contacts from a contact list in one sheet to share another sheet to, or send request updates to?
-
Is it possible to send a specific person an alert when a row is edited?
For Example, when John's row is edited, send him and alert. But when Joe's row is edited, do not send John an Alert, instead send one to Joe. Right now I can only send alerts by column. If SS does not support this directly, is there a workaround?
-
Importing contacts with .CSV file
Hey, I am unable to import .CSV file with cotacts information to My Smartsheet contacts. I get an error saying: "The file "test.CSV" is not a valid contacs CSV file. No E-mail column was found. Please verify that the file was properly exported." I have followed the instructions and used proper column names A, B, C (First…
-
Sheet Size
I have sheets that vary in size but most lean to the larger size due to the amount of formulas in the sheet. I am looking to see if on average people are choosing to have more sheets and less size or less sheets and fill the sheets to the top. I have done alot of work to all of my sheets and some have had to be divided. If…
-
Some general questions about alerts and reminders
I have some general questions about alerts and reminders that I could not find the answers to when searching through the help files and the community. Anyone know the answers? What time of the day does the alert or reminder get sent? I ask because I am trying to trigger reminder emails to contact list cells when a new row…
-
Importing Outlook Contacts
I am tryiing to import contacts from Outlook via a .csv file but only 5 of the contacts are importing. Any suggestions? Thanks, Bob
-
Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
