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Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Workflow condition
Hi All, We have a workflow that requires approval from HOD followed by approval from CRO. In the normal situation the HOD is different from the CRO and each individual receives the approval notification email. However, in some cases the HOD is the same as the CRO. So he is getting 2 email notifications for approval. We…
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Hide the title bar from emails
For the automated emails, I need this section hidden or smaller. Most of the time, I have to scroll down to even look at one sentence of actual data.
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Automatic email replies going to personal inbox
Good morning, Smartsheet community! I work at a community college and recently began utilizing the Smartsheet automations to send email reminders to our specialty program students. In the email body, we provide an email they should contact with any questions they have. However, I have had some students reply to the…
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What would be causing only some individual to not receive automation emails?
I have a simple automation set up to email a reminder to people listed in a contact list cell. When the automation runs, I get the email, others get the email, but one (possibly more) individual does not. This individual gets emails from other automations running in the company. The automation does show up in their…
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how do I record the date that a particular drop down option from another cell was last selected
how do I record the date that a particular drop down option from another cell was last selected. In this instance i want smart sheets to record the date that "4. waiting for customer response" was changed. I want to apply this automation to the whole sheet.
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Respond to a Smartsheet Automation e-mail (via e-mail)
I have an automation to alert someone if an item is assigned to them on a sheet. The email is received with the detail but the individual then has to go into Smartsheet to respond. If a user is tagged in a comment, that is emailed to them and they can reply to the email, which will land back in the Smartsheet conversation…
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.