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Form Confirmation Options
I have created a purchase order sheet and form which auto generates a number each time. How do I reference this number to pull it through into the form completion confirmation message and/or email?
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How to Send Automated Email to Address Captured in a Form?
I'm setting up a help desk ticketing tracker. The help desk team takes calls from users and captures information in a Smartsheet form, which populates a sheet. The sheet autogenerates a ticket number. I want to automate an email to the caller's address, which was entered in the form. I was able to do this by setting up an…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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is there a way to set up notifications when a new user accepts your invite?
I'm setting up a bunch of new users and need to be able to add them to the correct Workspaces, can I set up notifications or email notifications when they accept the invite and successfully create credentials? Kate
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Sending Update Request to A Multi Contact Field
Hello, I have a update request automation that should go out to a contact filed, that is set for Multi contacts. The emails are not going out. IS this a limitation to smartsheet that does not allow these to go out when you are using multiple contacts. can I only use a single contact field for this? Or should this be…
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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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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…