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Equivalent to Asana Collaborator Notifications?
Hi all - we're in the process of trying to move from Asana to Smartsheet. In Asana, you can set "collaborators" on tasks and they will get notified of changes, even if they are not directly tagged in as the person its assigned to, or @'d in a comment. Is there any way we can replicate that in Smartsheet? I would love to be…
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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Update sheet/report in email notification itself
Does Smartsheet allow you to directly update task statuses from within email notifications for reports itself instead of opening sheets or reports?
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Generate PDF and email
Hi, I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed. I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email. Is it possible?…
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Remove "send me a copy of my responses" in Approval Requests
The email sent to users when they check the box of "send me a copy of my responses" in Approval Requests includes a link to the internal sheet which doesn't make sense and is confusing to external users who may not have access or full context to Smartsheet. I really hope Smartsheet can consider a feature enhancement to…
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Recipient not receiving workflow notifications
My workflow is not notifying all recipients. I can run the workflow, both manually and with the trigger, and receive the email notification as an Admin. He is the Owner but isn't receiving notifications. I checked his email contact; it is correct. He has NOT unsubscribed from the workflow. I'm perplexed. What else should I…
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Is there a way to send a report every 2 weeks to each contact with a list that shows only their task
Is there a way to have a report go out every 2 weeks to each contact with a list that shows only their tasks? Here is how my sheet looks (attached). I know there is a way to send automation when something is coming up or is late, but I want a list of all tasks regardless of the status that are only assigned to the person…
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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
