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Email Notification : Removing the "Personal Email" on the "Changes made by" details
I saw that there were recent updates regarding email notification we set up through Automation. We can now choose "Send from Smartsheet Automation" and "Send from my organization". Currently using the option "Send from my organization" and then the messages includes "Links to sheet and specific fields" option on the "Alert…
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Merged: Feature Request: Option to Remove or Hide "Changes Made By" Footer in Automation Email Notifications
This discussion has been merged.
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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…
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Merged: Data Shuttle link to "Push" manually from Report to run Data Shuttle from a sheet field or Dashboard Button
This discussion has been merged.
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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Merged: Add Automation Run History Log for Alert, Notification, and Action-Based Workflows
This discussion has been merged.
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…