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Calendar Date Input
We would like to double click in a square on the calendar and have it automatically pop up a box where we can input the info for that date. Having to continuously go back and forth from grid view to calendar view just slows down the process. We also would like to send an email notification or invite from the calendar to…
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Automation Sending 6 notifications after approval to user.
Hi I have created a holiday process for my team in Smartsheets in which the following is supposed to happen 1) User fills in form for their holiday 2) it comes through for approval 3) manager approves 4) Email notification is sent to HR and original user if approved. The issue im having is that after the approval (step 3)…
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Workflow - Sending email with "Send to contacts in a cell" isn't working
Hi! I'm trying to set up a workflow which sends notifications only to a contact in a cell which is part of a contact column. Although permissions are set to "Unrestricted" the workflow isn't working! A test environment with my name in the contact cell isn't working too. Any idea what to check or change? Thx in advance!
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Does anyone know if it's possible to get notifications sent to a rolling list of receivers?
IE Can Smartsheet send the first notification to one person, then the next contact person in the list of notification recipients- without sending to the whole group? Or am I going to have to keep it sending notifications to ALL people as a group and they disseminate the work? Thanks!
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Fix Auto-Send via Excel - data is not exporting correctly
I've raised this issue to Smartsheet Support and have basically been told that the formatting issue that is persistent from Smartsheet to Excel via the auto-send feature is not a problem, per se, but would fall under the product enhancement category. Sadly, this is a very disheartening as the feature auto-sends just like…
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Merged: Advanced Capabilities for Notifications/Automated E-mails
This discussion has been merged.
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Merged: Dynamic View: @mention or tag all users, regardless of source sheet permissions
This discussion has been merged.
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How to turn on notifications for sign-ups?
I have created a SmartSheet sign-up for an event I am hosting and it looks great. However, I am not receiving notifications when people sign up with the sheet. Instead, I've been refreshing the page every morning. Is there a way to turn on notifications for sign-ups specifically within a sheet? I've already gone into my…
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Item Request
Hello, I am creating an item request/reservation form for check out/in of a limited number of headsets, 6 items. I am trying to determine a way for the sheet automation to look at the date a headset is requested and send a confirmation if that date is available for one or a denial if all six are already reserved for that…