-
Automated Emails - maintain custom subject line
Per Smartsheet documentation (and experience), If you have an automation that runs on multiple rows, all rows will be grouped into one email notification. I don't have a problem with this. However, it overrides your Custom Subject line for the notification to a generic default: Subject: The placeholders in the subject will…
-
Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
-
Alert Automation Not Working
I've set up a workspace and configured around 20 automations so far. However, I'm encountering an issue where the Alert Automations aren't functioning as expected. While the Approval Automations trigger correctly when tested, I’m not receiving the final alert once all approvals are completed. This issue also extends to…
-
Generate Document and Email to Form Submitter
I've created my form and workspace. Check. It's generating documents and autopopulating fields from the form exactly as expected. Is it possible to use the notification feature to send generated documents back to the person who originally submitted the form? There is an email field in the form and it is set as "Contact"…
-
Inactivity Alert
I want to do this… but not sure since Alerts are not a thing anymore - or am i missing it? Smartsheet Inactivity Alert Setup Step-by-Step Process Open your Smartsheet, add modified system column Add a new column called "Inactivity Check Date" In the first cell of "Inactivity Check Date", enter this formula:…
-
Merged: Enhancing "Alert Someone" Automation to INCLUDE Row Attachments
This discussion has been merged.
-
Alert and Update Request in Same Workflow but Alert doesn't fire?
Hi All - maybe someone can spot what I'm missing here. I have an Automation that fires when our Admin sets a specific status column. When the value is "In Progress" it is supposed to send an Alert to the Requester, an Update Request to the Admin (or Admin and the Admin Backup) and then it sets a cell value (this step is…
-
Custom Templates for Automated messages from Smartsheet
We would like to use a custom template based around our company when sending automated notifications from Smartsheet. We have specific templates we use when sending email notifications and would like to incorporate these into our Smartsheet notifications. This will allow us to utilize Smartsheet for all our company alerts.
-
How to make alert notifications vertically formatted?
I don't want the alert style notifications to send horizontally with a bunch of squished and elongated columns (seen below) I want it to show vertically with up/down scroll:
-
Smartsheet Feature Idea: Mandatory Alert Management
Objective: Introduce a feature in Smartsheet that ensures critical alerts are delivered without allowing users to opt out, while providing administrators with visibility into any opt-out attempts for non-mandatory alerts. Key Features: Mandatory Alerts: Add the ability for sheet owners and administrators to mark specific…