-
Outlook custom emails
Hi, Is there a way for Smartsheet to capture Requests For Information from contractors and suppliers if they have a dedicated email address for a sheet? I'm new to SS so not sure what is out there. I know there is an outlook plug-in to push content to a Sheet but what if a team member just emailed 'abcdefg@smartsheet',…
-
Automated workflows in reports
I searched but didn’t seem to find the issue I’m having posted previously. I would like to set up automated alerts to individuals (contacts) based on a date triggered event however the base sheet has way, way more information than is necessary for those individuals to see. I have several reports that pull information from…
-
@user call notifications
Hi, When I call any user via @userID in comments, system sends notifcation that this user has been mentioned in conversation. Does it notify me when any answer is added or I have to set up notification rule for it? As we all know there is an option to set it up, but I can't see how could I limit answers to only my…
-
Don't send the link of the sheet in a notification
HI all, When I send a notification to someone, I dont want to send the link of the seeht, only the notification. Is it possible ? and how Thank's
-
Approval Workflow Not Working
I have an approval workflow that is currently in use. I referenced and copied the workflow exactly but it is not working the same way. I have it set up so that when a cost is entered in, it sends an approval request to a set group of people dependent on the plant that is selected as well as the amount requested. As I said,…
-
Automation Isn't Working and I'm Stumped
Okay, I am stumped. I am unable to have a simple automation run on my sheet, much less a complex automation. It used to work, now it doesn't. In my Personal Settings, I have all the boxes checked in the Notification Preferences, so I don't understand why I am not being notified. Any help from the smarter folks out there to…
-
Update Request/ Notification dilemma
I am using Automation send Update Request 2 times with someone who is not a shared user. The first time I send an update request it works just fine, they only receive 1 email. However the 2nd time I send an Update Request it sends 2 emails, 1 is the Update Request I want and the other is an Update Notification. This person…
-
Automated Alerts and Actions - customize "From" in email?
When we have automated alerts and actions based on triggers the email displays from: Smartsheet Alerts & Actions (automation@smartsheet.com). Is it possible to customize this? When I manually send an update request the email display shows as my name via Smartsheet - this is better. Ideally for the automated alerts we'd…
-
How do I count how many cells are last month but not considered expired?
I am working on a sheet for currency of qualifications for our employees. I have the equations that will tell me how many employees are a month before they are due, how many are due this month, and how many are in the past but now I have to find and equation that will let me count how many qualification are only one month…
-
New Sheet -- Announcements Message
Hi, Is there a way to have a welcome screen or alert come up when a person goes into a sheet. I would like the sheets comments to pop up on new sheets or like an announcement on already existing sheets.