-
Automation notification to Shared email account
Hi good afternoon, everyone. I am trying to set a Shared email account into the notifications automated email every time that someone add a new item in a sheet. Unfortunately, I receive this message when I input the email.
-
Notify someone if no rows are added or changed everyday at specific times
Hello, I am trying to set up a sheet where there are two people being notified to complete and submit a checklist twice a day (already set up to notify them each at 9:00AM and 1:00PM). I want to create an automation that sends a notification to my boss if there is no submission by any party at the end of the day (5:00PM).…
-
Multiple Actions on "New Record"?
Since some automation actions are "terminal", meaning that no other actions can happen after these, I tried making several independent automations that all trigger off "When rows are added". Here's my 3 workflows that all trigger on New Row: 10 New record, Set Status - Actions: Change a cell 15 New record, Set Due Date -…
-
Automate Subtasks for a new row in a sheet
Hello! I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission? Hopefully this makes sense, thank you!!
-
Auto-numbering automation
Hello I have a sheet, that uses numerical ranks to keep track of projects. These ranks are simple number assignments (i.e: 1, 1.1, 1.2, 2, etc.), that we use to determine the priority of the project. If a project changes priority, or we have a new project that comes in at a high priority we have to manually update the…
-
Array and Index Training Records to pull who needs to complete something within a date range
I manage training records and am creating a dashboard to manage who needs to complete a training. I have a master sheet with the employee name, and a reference column to them completing the training and when it is due I then have a calculation sheet to count how many people fall within that date range =COUNTIFS({HiPot…
-
Building a multi-tier automation that works over time
Hello Community! I am working with contracts that have end dates. I would like to build an automation with 2 tiers spaced over time First tier: User checks a box (say, in June) that says "Do Not Renew". This sends an email to notify the contracts group. Second tier: The contract end date is Oct 9th and it is now October…
-
Can 'Request an Update' work with a Formula-derived Contact List?
Hi folks--We have a business process where, depending on a field value, I want an automation to send a Request an Update to either the staff in one department, or the staff in another. I set up a satellite sheet with a list of staff. "Name" is a contact list column, "Email" is just text/number: In the primary sheet, I have…
-
Multiple cells locked to single formula in same column
I'm relatively new to Smartsheet and use it as a tertiary tool, so apologies if this is a 'basic' question. What I want is to tweak a formula on one row of a column and have it apply all other rows that reference that cell in the same column so I don't have to copy the tweaked @row + Parent, Children, or Ancestors…
-
Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
