-
"When Triggered" Automations Behaviour
A colleague of mine has sent me a question that has stumped me and has got me thinking my understanding of how automations work has been wrong. She sent me the following: We have automations that are set up to send when triggered that send emails to support when someone requests access to one of our products and also a…
-
In my automated notification I don't want the link to the sheet to show. How can I remove that?.
I see an option for message only, but then I would have to enter each of the fields I want to include. Could there be an option of "Specific Fields only" The reason I don't want to have the link is because the person getting the email does not have and does not need access to the sheet. If the link is there they will click…
-
Use form field to send confirmation email to
Provide an option to have a copy of a submission sent to an email field on the form rather than needing to re-type.
-
Update Notification Bell to Add "Proofing Requests"
Managing feedback for multiple proofs in multiple sheets can be extremely tedious, especially if relying on the large number of emails at your inbox for "Proof Accepted" or "Proof Rejected." Clicking through to each proof only to learn that you are still waiting on others to review, is very time consuming. If not keeping…
-
Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
-
Alert PRIOR to a workflow becoming invalid
Sheet owners and admins should receive an alert PRIOR to a workflow becoming invalid - this would give the owner/admin the opportunity to take action on what will cause the workflow to become invalid and keep workflows moving as designed. An alert will help owners/admins manage things like volume, capacity limits, and the…
-
Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
-
Batch Add 100+ Preferred Contacts to a Contact Dropdown
Hi there, I'm attempting to add 100+ free users into a dropdown contact column. I imported the users into my Smartsheet Contacts but my goal is to have that same list present on the specific sheet contact column to avoid audit results being sent to the wrong individual. Is there a better way than adding one at a time?…
-
Can I create a notification that has multiple contacts in one email.
Looking to create an automation notification that creates an email with multiple contacts on the same email. Such as adding contacts to the cc line of the same email. To allow the contacts to contact each other in the same email chain.
-
Workflow set to trigger when row is changed, but is being triggered when a row is added?
I have a form that adds rows to a sheet and I have a flag column in the sheet that looks for certain values in the row and flags when it finds "TBD". SO when someone fills out the form and their data contains "TBD", it checks a flag on that row. Eventually those TBD issues are updated and get resolved in the sheet, thereby…
