-
Sending out Notifications with Attachments
Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a Notes Column is not…
-
At Risk Flag triggered by upcoming due date and/or past due, and % complete less than 100%
Hi, I'm looking for formula help with the at risk flag. Goal: If target finish date is within 7 days OR past due, and % complete is less than 100%, then activate flag. when % complete equals 100%, flag can deactivate. =IF(AND([Target Finish Date]@row <= TODAY(7), [Target Finish Date]@row >= TODAY(), Status@row <>…
-
Forms and Blank Rows
Hi, We using a Smartsheet form to capture Covid19 Screening Questions. Once submitted the person has their temperature recorded which is manually captured against the record. The problem I am experiencing is that the person capturing the temperature sometimes accidentally inserts a blank row into the sheet which results in…
-
last, first to firstname.lastname@mycompany.com
Is there a way to take a column: Last, First and build Firstname.lastname@mycompany.com Scenario: I have data that is emailed to me as a cut and paste of part of a table. I send an email using the names included in this data. I have no control over the original spreadsheet, (so cannot have the sender manipulate the data in…
-
Retaining comments in an approval workflow
Hi i have an approval workflow that isn't quite functioning as i'd like. It works as follows: * A Payments Officer inputs data to a sheet and creates a row comment to add context * they then change a status column to "Awaiting Approval". * This send an Approval Request to the contact in the Approver column * The Approver…
-
Alerts not working
hey crew. So I am trying to notify customers when somthing in a certain cell in their row changes. So I created a column where I can put in email address of the customer. Then I made the alert that anytime that column changes that the customers email would be notifed. Well, I used my email as a test and when I chance the…
-
Automated emails
Hello I set up an automation for an email to be sent to the person who submits a form. I just noticed that whenever the form is submitted, the automated email that they receive shows as if I sent the email .... ie: "myname via SmartSheet" Why is it putting my name in the "From" field??
-
Calling out email address using a Contact List
Hi, I would like to include an email address in an automated email body. The only problem is that the emails are stored in a "Contact List" Column. Is there anyway to automatically grab emails out of these columns? Right now the email looks like this in the body:: Customer name: {{Customer Name}} Email: {{}}
-
Send an automated response to the sheet owner email address the moment I receive an alert ....
I share as a viewer for a smartsheet model for which I receive alerts when the model changes. Is it possible to send an automated response to the sheet owner email address the moment I receive an alert that has certain characteristics? The backstory is that my condo association posts available units and the owner that…
-
How can alerts show everyone who is copied on it?
Hi there, We are using the alert workflow for our invoicing process. In our process, we don't have any one who has to actively approve anything, so that's why we don't use the approval workflow. However, certain people need to be copied on the invoice requests to AP. I've set up the alerts, but unfortunately no one can see…
