-
Get a notification when an attachment is added
I'm trying to set up automation that will notify specific people an attachment is added to a row. I have set up automation like this but it isn't working. Please help me figure out where my automation logic is wrong.
-
Hyperlink to external site in automation message
Hi there - I'm sorry if this has already been asked - I'm having a hard time finding the answer. My goal is to include a link to an external site in my automation messages. For example, folks will come to our business and fill out an online form (through smartsheet). I then have the automations set to go to the email they…
-
Update Request emails not including message text?
Hello, We're having an issue where, when update requests are sent, they don't include the message text that we set in the automation settings. Instead they have the default 'Please update my online sheet.' I've included images of the automation setting, as well as the email that gets sent: As these update requests can be…
-
Merged: Template Libraries
This discussion has been merged.
-
Pause Workflow until Update / Approval Request is completed
It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.
-
Embedding a Form in an Automation Message
I would love the ability to set-up an automation and embed a smartsheet form in the message. Currently, I can only add a link to the form.
-
Merged: Automation to copy a date cell to a different cell
This discussion has been merged.
-
Merged: Pause/Toggle Auomations
This discussion has been merged.
-
Edit Default Messages for time-based alerts
Would be great if we could edit the default message that Smartsheet sends for time-based alerts when 6+ rows are triggered. I like that it groups requests into one email, but I want to update what the email message says. The text reads "please update my online sheet" which reads a little funny because we're sending these…
-
Can't use Vlookup or Index Matching
Hi all, I have a sheet which is organising workflows for different departments. Departments are separated into different sheets since they have different tasks and metrics to monitor and some activities are sequential therefore moving once finished with one department by automation. How can I get row info from 1 sheet to…