-
Recurring Alerts
I have several dates per task that need alerts. I would like to send alerts once/week until they check done. I would also like to display the undone tasks for next 3 months on their dashboard. Once they are done, remove tasks from dashboard. Can you please help me with out to set this up? Example Chicago, IL Lease (Task) 1…
-
Sheet automation with a mix of relative dates and date ranges
Hello, One of our teams is using Smartsheet for team calendars, tracking things like time off, travel, working from home days, etc. Key notification criteria is based on start and/or end dates. Currently, their notification is setup to trigger when the start date is today. This doesn't catch when there is a date range…
-
Poor Quality Outlook Emails from Smartsheet Automation
When receiving emails from smartsheet.automation.com, we are experiencing very poor quality emails that have large spacing between paragraphs, and sometimes the text is stripped from a sentence and moved to a different row. I had our IT look at it because I had a feeling it had something to do with our "Warning Label"…
-
Multiple types of approvals
I am new to Smartsheet and having problems setting up multiple approvals. I need to have: Approved, Approved - Needs More Info, Not Approved. I am struggling to get the Approved - Needs More Info be an option
-
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?
-
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…
-
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…
-
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…
-
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?…
-
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.