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Email Notification template
When I setup an email notification everything works fine. However, as an email marketing specialist it pains me to send out the data in such a standard (boring) template. Is there a way to edit the look of the emails that are generated through Smartsheets? This would be a huge benefit to helping sell this software to my…
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Fleet maintenance template
Hi there I am looking for a template to adapt to assist us with machinery maintenance on the farm. I want to be able to record work done and to set reminders for upcoming maintenance tasks. I am sure someone must have already done something similar with smart sheet - any help gladly received. Andrew
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Issue w/ Rules - Being unsubscribed
Is anyone having issues with rules and being unsubscribed? With the smartsheet (server side) issues over the past few weeks, i've had a ton of sheets to re-do all the rules on because there is no global option for that. Anyhow... This week we are experiencing issues w/ the rules unsubscribing users out of nowhere. As you…
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Embed a short survey in email signature
Hello, I don't know if I can do that but I thought I'd check with the community. I want to embed in my email signature a short survey "How did I do: Great/Good/Poor" with three buttons. But I don't want the form to pop-up, I want each button to feed directly into the Smartsheet. For example, clicking on the "Great" button…
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Access Cell History Modified Date in a formula?
Is it possible to access the stored date of cell's modification in a formula? I need to send email notification when a process is marked complete by a user. I see that I can view the cell history, and there is clear documentation of the date something changed, but if I could access that data in a formula in a new cell to…
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Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
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Automated Monthly Alerts
Alert Trigger I would like to send an "alert" each month on the 14th for rows in a sheet. I would prefer not to update/maintain this each month or year but just have it automatically go each month. I created a data column called Today using formula =Today() to return the current date and a text/number column called Trigger…
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Can't access any sheets when they're shared with me
Hi, whenever my boss tries to add me as a viewer to sheets we use to keep track of clients I never receive an email telling me the sheet was shared to me, and the sheet never shows up in my "shared to me" tab. I can't figure out why this is happening. On her end, it says that she shared it with me and i'm listed as a…
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Notifications when a date is now in the past
If a date in a cell under a date column is now in the past (i.e. the date hasn't been changed, its just now in the past) if it possible to automate a notification reminder to someone to do something? All I can see in the notifications capability is the ability to send a notification if a row is actually changed or added.
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Smartsheet to create invoice from Quickbooks
Hi, I would like to know if we integrate data in smart sheet for invoice, will it create invoice from QuickBooks or when we create an invoice in QuickBooks, Can we get the data in smartsheet?