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Notifications using Summary Sheet
If I create an automation workflow to notify all contacts on a sheet, will those listed in the sheet summary be included?
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Automation Custom Message Formatting Issues in Outlook
Hello, I have an automation that I am using to alert someone, and when the notification comes through to my Outlook email the customized message has some serious formatting issues. I have tried multiple different formatting options, typed it directly into the customize message box, tried copy/paste from Word into the…
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Creating Alert to Notify Users Once Agreement Signed
Hello, I am trying to create an alert that would notify users once an agreement has been signed. I have watched some Smartsheet videos but I'm still a bit confused on how to create one. Why might the “Automation” button not appear near to “File” button even though I am the Smartsheet owner? See the attachment.
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Do reports trigger alerts?
Hi all, I am wondering if accessing a report will trigger an alert from the source sheet? I have an alert set in my sheet that triggers based on a formula. If someone accesses a report that is based off this source sheet, will the alert still go out? Thanks in advance!
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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Account email notifications from Smartsheet
We have a few others set as administrators for on our account. I would like to modify who receives notifications from smartsheet, ex. User has requested to be a licensed user email notifications. I would like only 1 administrator to receive these types of account notifications. Can this be done?
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Connect email notification with smartsheet for specific users
Hello, i was looking to create a new project using smartsheet to receive alerts from specific email addresses and to log the activities into smartsheet, those notifications will be received by specific users (their email addresses). how i can start implementing that and is it doable or not? Thanks!
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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Exporting Contact Emails in Sheet to Excel
We have a contact column in our sheet with names and email addresses. I would like to export that information into excel but it will only export the names. Is there a way to get the email addresses?
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Automated Workflow - Invalid Date Error
I have set up an automated workflow to trigger when status changes to complete if date field is greater than 12/31/18. I am able to choose the date but it changes to "Invalid date" when i save the workflow. I thought maybe since the date field i was using is an automatic number field, it didn't recognize the field as a…