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Workflow Issue- Slack
Trying to set up a workflow that includes sending a notification to a slack channel. as soon as i select slack, it kicks me out of the workflow setup. Ive tried on multiple workstations. same issue. Any ideas?
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Send to Contact in a Cell detail not displaying under Recipients in the Workflow Pane
I am looking as to why during one of the last updates in Smartsheet when using Send to Contact in a Cell in Alerts we no longer see the reference column detail under Recipients in the Manage Workflows Pane. My users are questioning who gets the alert since we only have Trigger and Actions lines summary visible for…
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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Free users can no longer use "send..." on a row
Hi, has something changed for free users with the send option at a row level? we have a number of admin users but also free users than will fill out details in a row and then click the row dropdown and select the "send..." to send a mail with the details filled out for that rown. Now when our basic (free) users select this…
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Automatically alert when project goes beyond an install date
Hi, We have multiple (50+) projects and once the project commences an install date with the customer is fixed. I have set this up in smartsheet, to have the install with no prior dependancies. What I wont to do is set up an alert when the project build is after the agreed install date. Any ideas on how I can do this?…
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Report Notifications
Is there a way to set up notifications within a report? We use reports to keep project managers up to date on new projects and a notification based upon the addition of new information would be helpful.
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Approval process form with custom comment field. NOT THE GENERAL COMMENT FIELD.
Good Morning all, I established an approval workflow with a loop by using this: https://community.smartsheet.com/discussion/how-loop-through-workflow However, i would like to track the comments of the Approver for example. Sure he can insert a comment in the general comment field but i would like to have a field only for…
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How to configure my own Email as Smartsheet Notifications Email Address
Hi, I want to configure my own email address to send notifications to team. How can I send the notification from my email instead of notification@smartsheet.com. If the feature is not supported in Smartsheet, what workarounds are available for it?
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Using Microsoft Flow to Send Email
Hello, Currently Smartsheet doesn't allow me to send an Alert with an attachment. The context of this is for a travel spreadsheet, when someone enters their itinerary, it will send the person an email with a standard email containing an attachment of various do's & don'ts. I think I've got my flow set up ok but I'm…
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Automatically CC specific email address on a Form
We've created a Form attached to one of our sheets, but is there a way to automatically CC a generic email address into all responses? Or is the only option to create an Alert?