I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the…
Hi, I'm looking for formula help with the at risk flag.
Goal: If target finish date is within 7 days OR past due, and % complete is less than 100%, then activate flag. when % complete equals 100%, flag can deactivate.
Formulas and Functions12Cindy Doucet
We using a Smartsheet form to capture Covid19 Screening Questions. Once submitted the person has their temperature recorded which is manually captured against the record.
The problem I am experiencing is that the person capturing the …
Formulas and Functions14Lyn Pringle
Is there a way to take a column:
I have data that is emailed to me as a cut and paste of part of a table. I send an email using the names included in this data. I have no co…
Formulas and Functions11Jennifer Seymour
i have an approval workflow that isn't quite functioning as i'd like. It works as follows:
* A Payments Officer inputs data to a sheet and creates a row comment to add context
* they then change a status column to "Awaiting App…
My users are getting a little lost when they are sent to a sheet via an Alert or Update Request. It would help if there was a way to point them to the correct row.
I know you can get to the specific row via selecting the row, right clicki…
Using Smartsheet28Dennis Wierzbicki
I have a team managing several projects (80+) at a time. I have setup alerts, reminders etc for each project.
So the same people will get alerts for different projects.
How do I incorporate the project name (which is the she…
Using Smartsheet37Abhiraj Joshi
I set up an automation for an email to be sent to the person who submits a form. I just noticed that whenever the form is submitted, the automated email that they receive shows as if I sent the email .... ie: "myname via SmartSh…
Using Smartsheet27Kenan Cubro
Hi, I would like to include an email address in an automated email body. The only problem is that the emails are stored in a "Contact List" Column. Is there anyway to automatically grab emails out of these columns?
Right now the …
Using Smartsheet23Sean Nickell
I share as a viewer for a smartsheet model for which I receive alerts when the model changes. Is it possible to send an automated response to the sheet owner email address the moment I receive an alert that has certain characteristics?
Using Smartsheet14Fred Givhan
I have a total inventory column and a reorder point column. I'm trying to make my sheet alert someone when the inventory falls below the reorder point. I can't seem to figure out how. I know I'll need a helper column. I thought I'd do…
Using Smartsheet20Jackie Callahan
Missed the webinar?
Review the recording in the Learning Center.
Learn how to combine multiple automated actions that drive your processes forward.
In this webinar, we’ll demonstrate how to:
Streamline multi-step approval processes
Using Smartsheet96Anna Mkrtchyan
below my name come when notification send to end users... I am owner of this project and developed for some other team... hot to remove my name in notifications mails...
Using Smartsheet26Yashwant Singh
We have notifications set to go to a contact in a cell -- works great.
The problem I have is that my name shows on the "From" -- so I receive messages from people that are not necessary. Is there a way to work around this? Can…
Using Smartsheet21Donna T
I have set up automation on a sheet to email spacific people when lines are added, some of them have complained they are not recieving the emails and when i looked into the Activity Log it shows User Unsubscribed from Automated Workflow…
Using Smartsheet28Matt Hanberry
I have an automation work flow that alerts my people of projects due within the week. Instead of the email showing it came from "automation", it is showing to come from other team members:
(Image) This happens on my other automat…
Formulas and Functions20Charles Goodwin
I have e-mail automation to send to a specific e-mail address when we receive a new request. Is there a way to send to that address and also copy the e-mail address that lives in a contact field? So far I can only find options for one or t…
Using Smartsheet21Loryn Anapol
Can ownership of a sheet be assigned to a Smartsheet group? Our goal is to have the email notifications display the group name as opposed to the individual owners name.
Formulas and Functions17Katye Reed
New Community member using a demo account but on the verge of committing. Despite going through the vids and training material, I can't figure out an alert that I KNOW has a simple solution.
I simply want to create an alert and send an em…
I have read all the suggestions on how to get an attachment added to an alert in a workflow or Update Request. I have done both scenerios and the attachments still do not come through.
Has there been any update to this? I see this h…
Using Smartsheet35Yvelise Crespo
I have a form where the user is presented a form with some of the fields from the table. Once the approval routing is complete, the user is prompted to fill the remaining fields. Is there a way to make some of these fields mandatory? Curre…
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set.
Can anyone provide insight or …
Formulas and Functions44Gary Norton
Is there a setting to change the from field of an automatic alert email. Workflows/automations that I have set up myself always come from "my name via Smartsheet". It has caused some confusion to people receiving these automated …
Using Smartsheet21Toni Vohnoutka
Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email.
Using Smartsheet67Improve Consulting
Hello SS gurus,
I am relatively new to SS "in the field", although I've watched over 20 hours of videos from the SS Learning Center so I have a good understanding of the mechanics. Here is what I'm trying to do...
We need to t…
Using Smartsheet130Paul Grim
I have an "Request Approval" workflow I created back in August 2019 that was working perfectly fine until late last week. I can't find any reason for it. Nothing was changed on our end. Is anyone else having automation problems??
Using Smartsheet29Alejandra Orihuela
I am trying to create an automated workflow that will alert hypothetical meeting participants with an additional message containing a separate Smartsheet form link. However, I am receiving an error message that some c…
Using Smartsheet31Stefan Swenson
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you …
I am currently using SmartSheets for our staffing agencies to submit potential candidates to open requisitions. On our side of smartsheet, we have a drop down with the "status" of the candidate (Pending, submitted to hir…
I have developed smartsheet project and create workflow for auto alerts mails. when mail trigger automatically in every mail my name will be appear because i have developed this project.
this project is developed for so…
API & Developers31Yashwant Singh