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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
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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 &…
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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…
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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…
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
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Recurring Tasks and Automation
I am relatively new to Smartsheet and would like to set up an automation for recurring tasks on the Schedule sheet. One suggestion was to use automations to clear out information if marked as Complete then change the date to the next due date. I would also like to include a notification then to the assigned person. Would…
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Is There any way in Smartsheet were I can display all the Active Project Member on Dashboard????
Is there any way in Smartsheet were I can display all the Active Project Member(Team Members) on Dashboard???? by using any method
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Automated Workflow Notifications
Hi everyone, Is anyone having issues with notifications? Since yesterday, I've had a few automated workflows that, when triggered, are not sending the email notification or even alerting the user via the Notification bell.
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Merged: Allow to send attachments without linking to the sheet and adding other Smartsheet details
This discussion has been merged.
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Add Reply Option in Notification Tab
It would be nice to reply to comments and conversations directly from the Smartsheet notifications tab rather than having to navigate all the way to the sheet. I propose adding a reply button next to the Go to Sheet button in the notification tab.