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Alert when adding a new row
Hi, We have a sheet where we keep track of current statuses of our clients and this act as a mini project management tool for our clients. Each client is in a row and the stages are indented underneath. We would like to create an alert to notify specific persons everytime a new client is added, and this we have done it by…
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Help With Notification
I cannot get a notification to fire to the name in the "Assigned To" column when a new row is added. Screenshot is attached. Automation Permissions are set to "Unrestricted" The contact is shared to the sheet My personal settings are checked to include my changes in sheet notifications. And, I checked the SS status page…
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Alert Notifications
Hi I have set up a rule so that when a specific status changes to 'Required' the person assigned to the action gets and alert. We are only receiving a Smartsheet notification not an actual email. I have checked the account settings and we are set up for email notifications - any ideas what I am doing? Rs Abbie
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Alert emails
Hi everyone! I am looking for a way (if possible) to remove the row data from the email alerts. I can create a custom message to relay only the information I want, but it adds all the row data at the end of the email. Is there a way for the alert email to ONLY send the custom message I create? I have already tried this in…
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Find and Change Resources in Alerts
We have a staff person (A) that retired and is being replaced by another staff person (B). I ran a report to tell me where she (A) was allocated as a resource in the various sheets, and was easily able to change those tasks to the new resource (B). However, I know that the retired person (A) also received alerts based on…
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I would like to change a cell if an attachment is received
I need to send reminders to suppliers for them to attach specific files such as datasheets etc. Once the file has been received I would want Smartsheet to stop sending further reminders. I think possibly a solution is for a cell to change status if an attachment is received. I could then create a logic statement which will…
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Send alert/notifications including headrow and children rows in the attachment
Hi All, I want to send automated notifications to my employees containing their absence records. To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their children rows (1 row per period of absence) as attachment. So far I can only do this…
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Auto change a cell based on a checkbox in a different cell (all in the same row though) or change in
I created a pretty intense sheet to keep track on invoices and receipts. I have an "Action" column that is a drop down column. Here are a few of those "Actions" Request Sponsorship Submit Sponsorship Request Invoice Call to pay with CC Call back to pay Submit Check Request Follow-Up Check Approval Mail Check Out Request…