Reminders
Discussion List
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Can you add an approval or action button directly to a notification?In Using SmartsheetHello - I am new to Actions and Alerts. I would like to set up a workflow to allow our team to submit travel requests for their managers for approval. I have my form and sheet set up fine, and the workflow seems to be working correctly a…
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Recurring Reminders for the same Row/ActionIn Using SmartsheetHello, I have a row/action that I would like to set an automated weekly reminder. I currently go in weekly to manually put in the reminder. Is there a way to automate this so I get a reminder on this task every Monday (at 2PM)? Michelle …
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Notifications to unshared users?In Using SmartsheetIs there a way to set up notifications for users who aren't shared to a smartsheet? Our HR team is trying to set up automated emails to send to employee/manager email addresses in cells for the Status Change Form SmartSheets that we have a…
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Vacation & Time-Off ManagementIn Using SmartsheetHas anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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Send daily alert to those who have not submittedIn Formulas and FunctionsI need to monitor daily, those who have not submitted their temperature and type of their status daily before 10am of the day and inform them to submit their status through a form link. How can I automate the daily alert to those who have …Answered - Pending Review 2 views 2 comments 0 points Most recent by flashock Formulas and Functions
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Trying to set up an Approval Workflow that triggers a cascade of Update Requests based on check boxIn Using SmartsheetHere's my vision: Someone submits information via a Smartsheet Form This adds a Row of data (30 fields) This triggers a "Request an approval" email to [Contact in a Cell] Contact receives an email with "View Request" bu…
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Is there any way to select only specific columns to be included in alert messages that are sent outIn Using SmartsheetIs there any way to select only specific columns to be included in alert messages that are sent out using the SmartSheet Automation feature? Currently, I set up an alert. And it displays all of the columns, even if I hide certain columns …
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Project/Sheet Name in subject of Alerts/Request/ReminderIn Using SmartsheetHi everyone, 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…
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How to set recurring remindersIn Using SmartsheetI have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
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Looks & format of automated emailsIn Formulas and FunctionsHello, I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem. Are there currently solutions to any of these? 1- Unnecessary header that has a…