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 Smartsheet55Improve Consulting
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 Smartsheet13Matt Hanberry
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 Smartsheet95Paul 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 Smartsheet27Alejandra 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 Smartsheet16Stefan Swenson
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:
Formulas and Functions17Charles Goodwin
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…
Setting up an alert system that sends out notifications when a form has been completed.
To streamline the process I would like to use a field from the form in the email title to differentiate between the emails rather than a range of emai…
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails?
Using Smartsheet42Russ Anderson
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 Functions16Gary Norton
I would like to build a link to a Smartsheet form from another sheet's workflow, including default values as described here: https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values
Those default values should be s…
Using Smartsheet29Ryan Ahearn - QUEAAC
I set - up a dashboard recently for a client and would now like to automate updates to be sent to the client via email when changes are made to the dashboard. i.e. when a new link is added. Is this possible yet? I understand you can do…
Using Smartsheet20Rob Murrell
Is there a way to have a setting on a sheet that would allow it to override the restrictions put in place for automated alerts going to email addresses that are not in our Approved Domain Sharing List?
Here is our scenario. We locked dow…
I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need t…
I set up indefinitely recurring update requests. Currently, I have to manually delete the update request when I receive the requested information. Is there a way to automate turning off a recurring reminder? For example, if I have a &qu…
Using Smartsheet16Kevin Minkoff
I put together a workflow that sends an email for approval, however whenever the project is approved it email blasts the contact who made the request (sends out like 7 emails/notifications) that all say the same thing. Is there a way to o…
I'm sure this is simple, but I've searched for a while and haven't found anything similar!
I have a sheet set up to track each piece of marketing collateral. It starts w/ the beginning quantity (say 100 pieces) and deducts the number of…
Formulas and Functions33skarkhoff
I want to use smartsheet as an international project management tool. One thing is driving me creasy.
I want to send out a notification to an assignee if the predecessor task is completed. Please find attached a screenshot of my scenario.…
Formulas and Functions213Alexander Wirtz
I have a form that when submitted should trigger an approval workflow. The approval email is sent out when triggered, but after the approval has been made the submitter from the form does not receive an email. See attached workflow. The Sp…
Using Smartsheet13Alexander Barkley
I have Google Hangouts bot activated in Smartsheet and the two bots connected. Despite that, I can't manage to create an Automated Notification that sends to Google Hangouts. Anyone know how to do that? I would expect an option to appear h…
Is it possible to change the "from" address when sending automated alerts/update requests? Or is it always the default SmartSheet address?
API & Developers159twa10028
I have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1.
I've tried a couple of times and non of my rows are copied.
To test it, I added to the same automatio…
Formulas and Functions118Stelina Todorova
I'm wondering if I have something set incorrectly. I have a workspace that I want to limit access to. I noticed today that people with access have been sharing the workspace with others and now I have a ton of people in that workspace. …
Using Smartsheet13Dana Grummer
This discussion has been merged.
Using Smartsheet31Leslie Sutula (US - IFS)
Is there a way to set the default Alert and Actions permissions on the sheet level to be the Least Restrictive? I have updated the template I am using to be the Least Restrictive, but new sheets are still set to Most Restrictive by default.
Is there a way to do email address validation in Smartsheet forms or in Workflows? Using condtions such as contains '@' or '@domain.com' isn't sufficient and I can't alert form submitters that they did not submit to the form correctly.
Using Smartsheet96Eric Fuller
I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true?
API & Developers288katherinehall
I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I get this through email?
Using Smartsheet70John Morgenthaler
I am not receiving any notifications from smartsheet and in email even if I am making changes. Before when I made a change the smartsheet automatically send notification.
Using Smartsheet23Jeremy Espiritu