-
Workflow Notifications not working as expected
We have a process where someone should perform some checks every 3 days and use a Smartsheet form to fill out the results. We want to send a notification if those checks have not been done in 3 days. I created a helper column. When the form is submitted the value is true. I created a workflow that if the Date completed of…
-
Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
-
Automated Emails
Is there any way that automated flows can send to emails outside of my organization? ie. Gmail, Hotmail, etc. I haven't found a way to make it send to those types of emails. I have changed the permissions within the automation to "Unrestricted" but that still doesn't help.
-
Include Help Text on Form Submission Copy
My organization currently has a site visit assessment form. Many questions on this form are too long for the sheet column headers, so the columns are just labeled Question 1, Question 2, etc. The actual question is then put in the "Help Text" field on the form. Many leaders who fill out this form opt to receive a copy of…
-
Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
-
Shared mailbox does not receive notifications from requests submitted via smartsheet request form
Hi Team, Hope you are doing good. We have built a request form in smartsheet for stakeholders to submit requests to us. When testing, we noticed that when the request is submitted from a shared mailbox (within the company), the mailbox does not receive notifications about request changes/comments added to the request. Many…
-
I Need to set up email automation,
I need to setup email notification for 'Assigned To' contact list with respect to Caldue date coloumn. Every time I try the emails gets sent in to all the contacts in assigned to. Help me out ASAP
-
I need to run an external report from our ATS software & merge it to smartsheets with automations
I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly &…
-
Use generic name for Smartsheet automated notifications that can be easily updated
When I have changes in a number of Smartsheets due to personnel changes (terminations, new hires, promotions) I have to go through a large number of sheets to change the destination address for the notifications. For example, Kathy might be my accounts receivable person. When she changes roles, I need to change the…
-
Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…