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Alerts and Notifications
Hi everyone! New to Smartsheet and trying to figure out the automation aspect - which is what really sold us on the software. So, I have a question - is it possible to send out notifications/alerts based on specific changes within a row? For example I have two tasks - Demo1 and Demo2. I need a notification to be sent out…
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How to deliver notifications by individual row after multiple row update
Hello Community! I would like to to have smartsheet deliver a single email notification or Microsoft Teams alert after a user updates multiple lines. Right now, I can update multiple lines on the sheet but only one email or notification is sent with the changes grouped together. I want the individual lines that were…
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Sending Multiple lines for Approval at one time
Hi, has anyone figured out a way to send an approval request for more than one row at a time? I have rows that all need approved that need to be sent in the approval request along with their information, much like a daily notification of changes, however in approval request form. Currently we are able to send for approval…
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Avoid multiple emails sent to same person on an automated workflow
Hi everyone, could I please ask for a sense check here? I have set up this Workflow. There are several different people in the 'Assigned To' column, and when any of their dates change, I would like Charlotte (their manager) to receive one single email to alert her to that. It's very possible that their dates could change…
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[UPDATED] Community email notifications and saving important posts
Unsubscribe or Manage Community Email Notifications In the upper-right corner of the Community, click your Profile > Account & Privacy Settings Choose Notification Preferences from the options on the right. You can subscribe to any of your Followed Topics to receive notifications for every new post in the online Community!…
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Creating forms
I would like to know if it's possible to create a form template associated with a Smartsheet. The purpose of this form would be to collect requirements for a request that a client enters into a Smartsheet. The client would access template, complete the fields, save it, and then attach it to a specific line item in the…
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Workflow Error
Hi All Please see the attached screenshot. Whenever i am creating a workflow and placing the [where Created Date is less than] parameter in the Condition, it is displaying the text "invalid date" in the date field that appears just underneath. Please help!
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System Column - Last Modified
Hi everyone! Im having issues with a status column. My goal is to update the status if a job has hit 10 days or more and has not been approved yet. I was going to trigger it by using the (system column) "Last Modified" Here's the problem: If someone only "views" the sheet & doesn't make any updates, every single row in the…
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Re: Task Alerts
I am wanting to use smartsheet alerts to email me each day with tasks that are due and not completed. However they don't always come through each day despite it having the right set up To do this I use a form to add new tasks and then included the following columns in my sheet so; * a date column for when activity is due…
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Limitations free trial users?
Dears, Our customer has a number of unlicensed users which work on Smartsheet. A new employee joined and created a new free trial user account. This user is not able to email comments out of a sheet: "You've exceeded the maximum of 5 recipients at a time for free trial users. Please reduce your list and try again." Any…