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Mail Merge Multiple Rows of Data
The task that I am trying to accomplish, is to complete a complicated mail merge for mass email. The mail merge function in MS Word or Google Docs sends out emails based on each row in your excel data sheet. Each row equals 1 email to 1 recipient. The issue is that multiple rows of data have to be sent to 1 recipient. If I…
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Notifications to specific employees
I have 10 employees. I have a month-end assignment sheet where employees are assigned to tasks. I would like to send out an automatic notification to the assigned employee when the task has been approved by management. Alerts - Reminders have the feature of sending the reminder to the actual assigned person, not everyone.…
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Notify assigned to that task is now ready for their work to begin
I have a product development sheet with dependencies and what I am envisioning is that when the predecessors to a particular task are completed and the task is now ready to work on, the row is emailed to the assignee. For example, internal testing has been completed so we can now submit for certification. Email Jerry to…
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Alert to Row owner when Task Not complete and Due Date past
I posted this as a reply to another post, but thought I'd start as a new discusssion. https://community.smartsheet.com/discussion/past-due-reporting I want to send an Alert to a Task Row Owner when the Task Due Date is past and the Status is NOT complete. If this condition is true, I got the idea from the above post to…
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Setting an alert of Green Status
Hello everyone, I am very new to SS and would like your help on the following topic: When the Status goes to Green (only on green) to send an e-mail to a specific person. All that I am getting is everytime I change status to any color will send the e-mail. Thank you
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Notifications - Changes to cell also notifies when cell is created
Currently I have a sheet that set set to receive data from a smartsheet form. That form puts the data at the top of my sheet. I have a checkbox that is checked by default in the form [column name: New Employee]. I also have an alert that says if column "New Employee" changes notify me right away. Now at this point I have…
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Alert notifications when web form submitted?
Is there any way to send alert notifications ONLY when a web form is submitted? I am in a scenario where I've set myself up to be alerted right away when Anything changes, but I have two co-workers who also need to be alerted right away when a web form is submitted. Would love to have this be an actual setting as opposed…
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Automated Notifications for Swim Lane Changes in Card View
Now that Card View has been unveiled (and I love what I see so far), is there any way to automate notifications based on status changes? For example, let's say that we are using card view for a Kanban board, with swim lanes for "Work Queue," "In Development," "In Test," and "In Production." There are different people who…
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Sending notifications to a specific user for any row changes
Hi, I want to send email/mobile notifications to only the "Assigned To" person when anything (including attachments/discussions) changes for that particular row. Please think of this scenario where a particular task is assigned to a specific resource. Now any changes to that task need to be notified to only that resource…
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Comments thread in mail
In the previous version of Comments, it was possible to include the entire thread of a discussion in the mail message towards another user. This does not seem possible anymore. Or is it?