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Automate Form Entry to Requestor
I have set up a request form that requires the requestor to enter an email (format on the field setup indicates email). I want to automate some follow up notifications to that requestor after the team "works" the request. In the automation workflows it only allows me to select either from a contacts list or the email that…
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Send email to multiple recipients ?
Hello Team, I found this option to send emails in the Form. Is there is any to send multiple recipients?
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Clicking a link in email with filters applied
The email notifications staff receive (like a comment was added etc) has a clickable link that will take you to that row on smartsheet. However if you have a filter applied, the link does not work and only takes you to the sheet and does not highlight the row. This is including when the filter that is applied is already…
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Clicking a link in email does not work
The email notifications staff receive (like a comment was added etc) has a clickable link that will take you to that row on smartsheet. However if you have a filter applied, the link does not work and only takes you to the sheet and does not highlight the row. This is including when the filter that is applied is already…
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Send form via email (not just link)
We have a form (survey) that we want to send out via email (not smartsheet automation because we dont want to share the sheet with the individuals we want responses from). Instead of just sending a link - is it possible to "embed" the form in an email. I have been scouring the net for ways to embed html websites in email…
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Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
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Avoid sending sheet link in alert, but I'll need to send attachment
In some situations, I want to send an alert to user with attachment in smartsheet. But I don't want them to see the sheet link and information like 'one row changed' The reason is as below: Some users alerted will be curious and click on the sheet link and apply for access which we don't want to give. The content and…
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Notification Center acting funny, anyone else?
My company recently added Mimecase for our spam filter and, after working through the notifications not sending and getting that fixed- I found my alerts are not clearing when I open the automated emails I'm cc'd on. Previously, the alerts noted in the Notification Center cleared automatically when I opened the same…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…