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Alert Someone Automation
Hi all, I am attempting to set up an automated workflow for account collections. A single sheet will include cash collections for multiple clients. I have RYG triggers set up to run alerts on the 5th day once and then recurring daily on the 10th, no problem. My issue lies with the contacts. I have separate contacts listed…
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Email automation with "Assigned To".
Text translated by moderator as per community is currently only supported in English, Spanish, German and Japanese. Hello everyone, I hope you are well. I have a question about an automation in my project sheets. One automation I'm implementing is an alert for when a certain project activity is approaching its due date. To…
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Automation using reference cell
Hello everyone, I hope you're doing well. I'm facing a difficulty in setting up automation. In the project model we've adopted, one person is responsible for monitoring the project progress, and this monitoring is measured as the stages are marked as Complete. This calculation is straightforward with a formula that…
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Smartsheet automation restriction
I have created a sheet with different contact names and assigned specific and different automation to those individual contact names. But now on trigger for the automation, the notification is getting shared with all, which I don't want. Also in automation I have set the parameters like it should be notified only to the…
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Approval Request Reminders
Does anyone have a workaround suggestion for recording the history of "reminder" approval requests? Approval Requests that are sent again because the previous had no response. Currently, Smartsheet does not record the new "Submit" status when an additional request is sent - i.e., it does not overwrite the existing status…
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Track what was changed in the workflow automation configuration.
I know you can see who made a change to a workflow automation and a timestamp when a change was made. I'd like to see a log to track what was actually changed in the workflow configuration. Is that tracking already available somewhere? Would be a nice to have an event log. Thanks!
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How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will…
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Merged: Is it possible to simplify the process to set-up a reoccurring task?
This discussion has been merged.
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Approval Requests Reminder History
Sending a second (+) approval request after the first has no response should update the Approval Status column history indicating additional requests were sent.
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Reference Sheet Summary Field or specific Cell
Is it possible to reference either a Specific Cell in the body of an email notification/automation or to reference a sheet summary field? In my "Alert Someone" notification, I am wanting to reference either the sheet summary fields or a specific cell in my sheet.
