-
Feature Request: Programmatically access parent information from child in automated messages
A lot of the users consuming my automated alerts complain that the tasks don't have enough contextual information. For instance, "start marketing research" doesn't include the parent information of "Awesome Campaign #3". Need a way to include parent information in automated messages. For example, "Hi {{Assigned To}}! The…
-
Recurring Update Requests until task is complete
I have a workflow where a contact is sent an updated request when they are added to the row. What I would like to know is how to have that update request sent regularly (daily, or weekly) UNTIL they have submitted the update request. Then I don't need them to get the update request anymore. Is there a way to do that?…
-
Automation with Update Request
Hi, I have automation working with multiple approvals and update requests. 1. An approval is submitted to 1st person 2. They deny and the workflow is set to either deny in total or deny with an update request. 3. The person who submitted then gets the update request but it doesn't say what needs to be updated just that it…
-
Email Notifications
Assume i created a new sheet and added email ids of my resources into a column X in smart sheet where the column X is assigned as contact column. I have created a workflow where any changes to the rows on other columns in the SS, should trigger an email notification to the assigned email id of the updated row from the…
-
Specific Mailalerts (triggers) not working today
Hello everyone Today - like many days before - I added and edited data im my sheet and (tried to) trigger workflows. All of a sudden today mails are not delivered like they used to all days before. I changed nothing severe (only moved the sheet to a workspace, but already undone it). It only happens within one specific…
-
Running workflow with alert & if, then formulas
When a row is added/changed, I need a workflow that kicks off an approval email to only two people. After those two people receive the alert to approve or decline (I only need one response), whichever they choose needs to fill in "approved by" and "approved date" columns in the sheet. How do I set this up correctly?
-
Setting up notifications and alerts
I am going to have a sheet made for every lot that we land survey on which adds up to a lot. Each sheet I have 13 rows of tasks and 13 rows of columns, 12 of them being contacts and one of them being status of the task. I am trying to set up the notification or alert to contact those in the contact columns when the status…
-
Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
-
Automatic Convert Email Address to Hyperlink
Anyway Smartsheet can recognize the value in a cell as an email adreas and convert it to a hyperlink? Based on value in a cell in Sheet 2, an email address is "pulled" from a cell in Sheet 1. However, its text, not an email address contact/hyperlink. Ultimately, I need to have a way Smartsheet can use the email address to…
-
Pulling Email Address from Another Sheet but as a Contact
In Sheet 1, a user enters a course code (e.g., BUS 123) in one column. Smartsheet searches for that code in Sheet 2, finds the corresponding program leader's name and e-mail address, then puts them in two cells in Sheet 1. Now Sheet 1 shows the course code in Column 2, the program leader's name is Column 3, and the email…
