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Email Notification to an employee without a smartsheet account
I have a form that our employees will fill out in the field to request a special price. Once that has been approved i want to send an email back to that the employee confirming we have approved their request. I have them filling out their email in the form and have tried to use that in the automation to send them the email…
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Avoid access to smartsheet when request for update
First of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able to reach / open it. I send requests for update with automatic processes. but when counterpart…
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How to pass Row Number to MATCH function?
Hello all! I am trying to work with the MATCH and VLOOKUP functions, to create alerts to let people know it's time to begin their assigned work. For example, if Task 2 is a predecessor of Task 3 (that is, if [Predecessors]3 = 2), I want to do a MATCH and VLOOKUP on Row 2 that shows [Assigned To]3. That way, when [Status]2…
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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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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…