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Option to Send Separate Email Notifications in Update Request Automation
We have several use cases where it would be very helpful to be able to choose whether email notifications are combined or sent separately. For example, we are sending an Update Request to other departments for what is basically an approval, but they need the ability to edit fields and/or record additional information, not…
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Merged: Option to not combine simultaneous alerts
This discussion has been merged.
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Send email notifications to Data Mesh config owners when a config is broken
I'm relatively new to Data Mesh, so feel free to point me in the right direction - but apparently one of my configurations was broken and I did not receive any notification that it was not working properly. I was notified by an end user that it was broken which caused me to investigate. Especially for paying a premium for…
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Allow email notifications/automation with WorkApp credentials
Is there a way to send notifications and alerts to users of a WorkApps through automation without providing the users access credentials to the underlying sheets in the WorkApps? Currently, I have notifications triggered by dates and other metrics to ensure information remains fresh and current. However, since the users do…
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Smartsheet integration with Docusign
I integrated Smartsheet with DocuSign in 2023. I made a minor change to the DocuSign document and updated the email addresses so that notifications are sent to me instead of the finance team. After making these updates, I encountered a challenge with the group email address. Smartsheet is not sending emails to the list,…
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Separate notifications for multiple Update Request lines
Is there anyway to make it so that the recipient will receive separate notifications even if seven or more rows are triggered at once? I have read in different posts that, "Placeholders will generate separate notifications when using placeholders with Alert or Update Request actions in change-based workflows if six or…
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Automate Attachment Delivery
I need to automate the delivery of an attachment (using the document generator feature) to a contact list once a row is marked done. The contact I need to send to is not a Smartsheet registered user. Is there a way to send the attachment without using the sheet link?
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Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.
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Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…
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Gmail to smartsheets connection
I'd like to have smartsheets automation to send an email, but it should not look like its sending from smartsheets. Currently, there will be a smartsheets header in the email, but since I'm sending it to people outside my organization, it would be unprofessional to do so.