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create notification if a task is due is 3 days or less
New to Smartsheet, trying to create a notification that would notify a person when due date is 3 days or fewer. thanks for your help. SGF
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Escalation Alerts or Notifications
Is it possible - whether in the Alerts/notifications or with a formula, to create an escalation based on inactivity of entries. Example: Operators enter the date when equipment is cleaned. this is required weekly. If 2 weeks are missed for entries (14 days), then I want a notification sent via email to their manager.…
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Alerts & Actions Issues
We have implemented a Smartsheet that uses a vacation approval workflow. A form is used by an employee to request time off. Once the form is submitted, an entry is made in the Smartsheet and an approval request Alert is sent to the appropriate manager for approval. This part is working. When the manger receives the email,…
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Stale time/date
Hi, I am trying to setup a "Stale" notification for a help ticketing system. When a support ticket (row) ticket has not been modified when compared to the current time and date in over an X amount of hours, then send a notification. I can compare two different date columns like this: =Modified1 - [Created Date]1 But if I…
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Once Daily Notifications
I have set up once daily notifications for all Shared Users on a Sheet. Some are licensed users and some are simply collaborators from outside our Organization. This morning no one, but me, received the email showing the changes made yesterday. Do I need to change the setting to be Shared Users or email OR do they need to…
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Alerts not going every time and to all addresses?
I have many (20) alerts setup on a support queue sheet. Some of those alerts need to go to multiple people. I've set the alert up correctly to send to up to three recipients. I am one of those recipients. I know the alert triggers because I received the email alert, but the other two did not. I've also seen where one of…
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Forms
I've created a form with notification delivery, I know i can edit the columns to the recipient. Is there a way to only have items selected in the Form that the user has selected to be sent in the notification message?
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Turn off smartsheet system alert
Hi, Is there a way to turn this notification off permanently? I don't want to use the function (ever at the moment) but the first time I assign an allocation on every new sheet, this pops up and I have to choose "not now". I would really like to say "not now and don't ask me again". Is that possible? Thanks.
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Outlook distributuion list on notification
Hello, Curious if an outlook alias/distribution list for a group can be used in an automated notification. I am familiar with Smartsheet groups, but the distribution is rather large and constantly changing. Would rather not have to update in both places. Thanks
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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…