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How do you create a contact list based on 2 seperate sheets using a Vlookup.
Hello, Looking for some assistance with an issue we are having populating contact lists based on 2 separate sheets using a vlookup. To summarize the attachment, we have a sheet with a list of account owners and their email addresses (Client Services Listing) that is feeding into another sheet (CSLS Teams by Account) which…
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Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?
Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email address". You are going to want to say "let users check their Spam folder" but my workflow emails are…
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Alert someone Workflow - Company Group Email Address
Through our company Outlook, we have a few group email addresses. When an email is sent one of these email addresses it distributes the email to the people who are set up in the distribution list within Outlook. Since you cannot alert a Smartsheet group within a workflow (I've submitted an enhancement request already!) we…
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Recurring Reminders
I set up indefinitely recurring update requests. Currently, I have to manually delete the update request when I receive the requested information. Is there a way to automate turning off a recurring reminder? For example, if I have a "date information received" column, is there a way to have the recurring reminder deleted…
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Adding to Inventory
I'm sure this is simple, but I've searched for a while and haven't found anything similar! I have a sheet set up to track each piece of marketing collateral. It starts w/ the beginning quantity (say 100 pieces) and deducts the number of pieces that have been requested (through a SS form on another sheet), then another…
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Multi-automation approval request
I have a form that when submitted should trigger an approval workflow. The approval email is sent out when triggered, but after the approval has been made the submitter from the form does not receive an email. See attached workflow. The Sponsor Email column is where the email address lies to be contacted once approval or…
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Email User Completed Form
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
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Sender of Workflow emails
Hello, we are currently working on an solution where we need to collect input from users outside our organization. While the workflow works fine, emails appear as send from "automation@smartsheet.com". To make it more likely for users to respond to our request, we would prefer it being send from one of our company…
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Notifications with Google Hangouts?
I have Google Hangouts bot activated in Smartsheet and the two bots connected. Despite that, I can't manage to create an Automated Notification that sends to Google Hangouts. Anyone know how to do that? I would expect an option to appear here (see screenshot) like the Slack option does but I can't make it pop up. Help?
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Automated emails
Hi, Is it possible to change the "from" address when sending automated alerts/update requests? Or is it always the default SmartSheet address? Thanks