-
How to Automate Email to the Submitter?
I'm trying to set up an automation that will email the submitter once their request has been set to a status called "Approved". I made a Contact list column for the submitter to enter their own email, but when testing this automation, the submitter never got an email. Any help with this would be greatly appreciated!
-
Ability to 'CC' someone on an autommation
Hello, I have a standard alert for when a task is marked 'Complete' to send the Owner of that task an alert. I also need the same email alert to go to two other people. In other words when the task is complete, send Owner + 2 others an alert. Where the Owner is different for each task but the 2 others remain the same How…
-
Automation Trigger Help
In the Project Management Learning Path via Smartsheet University, I'm running into an issue where it will not allow me to run the 'Regular Task Update Request' weekly on Monday, Wednesday, and Friday as the instructions ask me to do. My only options are X days before, X weeks before, X days after, and X weeks after. There…
-
Creating a dashboard chart to represent the star symbol feature
Hello! We use the star symbols as a column in our project schedule to show the status of the project. I need to create a chart that shows graphically these statuses but have been running into many issues. To help, I created a column in the schedule that is automatically populated with the number of stars for that row.…
-
How do I create an automated email that includes all attachments at once, including a mapped doc?
Hi all, I'm trying to figure out the correct automation settings to have one email sent that will include a link to all attachments. I have set up a mapped document and automated email for when a row is added or changed. Currently, I'm receiving two emails - one for the new row with attachment links and an additional email…
-
Help with automation
Hi. I need some help with automations based on upcoming expiry date of contracts. I want to send an email alert when a contract id within 3 months of expiry date. Initially I created a helper/formula field using a formula field called DUCE (days until contract expiry) by using Contract date - Today() and set condition DUCE…
-
作業時間収集
作業時間収集のためにFormを使用しています。 氏名(メールアドレス)、日にち、作業時間のみ入力をお願いしています。 hこの入力へのアラートを毎日発信したいので、自動化ツールアクションを「更新をリクエスト」とすると、入力フォームではなく集計シートに飛んでしまいます。 入力フォームへの更新リクエストとするにはどのようにすればよいでしょうか
-
Can you pull reports to run automatically each month for each different location on 1 sheet?
Alright! Pro Desk is booked out over a month for what I need, SO I am hoping to get some insight from you guys! Currently I am making a sheet/intake sheet that is populated through form submissions. There are about 30 different manufacturing plants that will use this form and within the form there is a dropdown for them to…
-
Random assignation
Hi, I'm trying to assign a task to one of my team members (there are four). Every time a new project is added to the queue, instead to manually add one of them, i would like one randomly chosen person among them four. Can you please help me to get this? Thanks in advance! Alberto
-
Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…