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Series of Checkboxes triggers complete
We're using Smartsheets to track our projects through the production process. We have one sheet that is just a list of the items, with 6 check boxes signaling that portion is complete. When all 6 check boxes are marked "checked"/true, I'd like the last column to automatically update as "completed." I've looked around and…
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Send Request for Approval Again
Hi: I have a column set up that an instructional designer changes as the status of a project changes, and I have another column that indicates the status of approval. When the ID changes the status of the development to "In Review", a trigger sends the Program Chair a request for approval. If approved, the ID can change…
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Notification Options when Saving as New
Is there a way to have all the Notification & Sharing Options checkboxes when saving as new? Is there a setting that can be 'turned on' to do this?
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Notifications not working?
Hi, I have set up notifications on my Smartsheet for our Ordering Process. The notifications act as Order Confirmations to Customers to give them details of the Order being processed and Despatch details. Over the last couple of days, these notifications have stopped sending out. I have checked the settings of each…
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Send a Form as PDF attached to an email
Hi, Could we have a form generated as PDF in Smartsheet and sent by email to a specific user (email address)? So this user could fill it and send it again. I checked we could have the form sent as link by email, but I need to know if it is feasible to transform it to PDF and send it by email. Any suggestion or solution?…
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Emailing Alerts & Reminders vs a notification in smartsheet
With the new Automation, I am a bit confused. When I am setting up alerts and/or reminders how do I know if I am setting it up to have the person emailed or to have them get a notification within smartsheet? My preference is for people to just get a notification is smartsheet, but I seem to be sending people emails. Ay…
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Conditional Notification on two Predecessors
I want to set up a notification to begin a task when the predecessors of the task are completed. The tasks in question have two predecessors each and I cannot for the life of me figure out a way to have the completion of those predecessors trigger an alert to the people assigned to the tasks so that they can begin work.
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Populate data from notification center
I have created a form for one of my sheets, I am fine in getting alert when rows are added or changed. Can I crete a field on the notification and select the input data from the contact list? And the data I input will directly populate the sheet itself. I would like to add an extra field for the contact list. After I…
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Alert when adding a new row
Hi, We have a sheet where we keep track of current statuses of our clients and this act as a mini project management tool for our clients. Each client is in a row and the stages are indented underneath. We would like to create an alert to notify specific persons everytime a new client is added, and this we have done it by…
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Help With Notification
I cannot get a notification to fire to the name in the "Assigned To" column when a new row is added. Screenshot is attached. Automation Permissions are set to "Unrestricted" The contact is shared to the sheet My personal settings are checked to include my changes in sheet notifications. And, I checked the SS status page…
