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My Smartsheet Contacts sometime display as email, and sometimes as name??
Some of my contacts display as their email address and others will show the name. I would like them all to display the name in the sheet. Is this possible?
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Merged: Add update request functionality to approval requests
This discussion has been merged.
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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Platform/ account name for autoemails
How do I change the name that is tied to our account and listed on automation smartsheet emails? I have automations set up to alert people in our company, but instead of the email looking like it is coming from me, it looks like one our IT guys sent it and they are reaching out to him with updates. In our account settings…
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How to track responses to Bulk emails?
My company sends bulk emails to vendors. How do I track the responses to this email using Smartsheet?
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Well, that is helpful...
It is a good thing I have an idea where this came from otherwise the notification would not matter. There is no indication of the worksheet anywhere. Not cool Smartsheet!!! NOT COOL!!
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Automation Notifications if 10+ rows change
Hi All! Need some help with a specific Automation notification when a specific criteria is met. The automation I would be after would look something like this: Everyday 100+ lines of data are added to the sheet, this tracks a specific item. I am wanting an automation that triggers an email when 10+ of the same item for the…
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Automation to send form for a sheet at specified cadence
It would be nice in the automations to send out a form at a specific time, weekly, monthly etc. to emails so staff can be reminded to send over form responses on a project. Not an update, but fill out a form from scratch.
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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How can I make an approver's view on the message notification field mandatory?
Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: "You acknowledged that accounting details have been reviewed?" Then enters initials. This has to be done prior to clicking approved or decline.
