-
Enable Workflow Automation Repetitions
Hello Smartsheet community. I have created a workflow automation that will email a custom message to the contact(s) in a specified cell. This workflow must initially trigger when: There is a change in a cell, in this case "Lifecycle Status" When two days have elapsed since the cell change. If the notified user does not…
-
Automated messages send rows filled with dark color
Hello, I am having an issue with automated messages. The issue is the rows I selected to send are coming in via email with the background filled in a very dark color. It is very hard to read and will likely be ignored by users. It is happening when using several automations. However, here is an example of the most recent.
-
How to change Automation Trigger from "Changes:" to "Changes To:"
Hello Community, I have set up a sheet and a form. The form has various drop-downs asking different fellows for their unique identity numbers. I am trying to copy the rows to the fellow's specific sheet when the drop-down is their unique identifier number. I am setting it up for 20 fellow drop downs, out of these the 19…
-
Data Shuttle - trigger from email to sheet
I have a sheet that I currently update using a CSV file that is emailed to me weekly. I set-up a Data Shuttle to run upon attachment that works great. But I'm trying to remove a step. Is there a way to email an attachment to a specific sheet that would then trigger the Data Shuttle so I don't have to manually upload each…
-
Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
-
Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
-
Workflow "Alert Someone" | Send to a contact in a cell
Hello Smartsheet Community, I am trying to create a workflow in Smartsheet using "Alert Someone" that will notify the Manager and Employee (two separate cells) that the specific task has been completed. Under "Alert someone" I choose "Send to contacts in a cell" however that cell is defaulted to "Created by"…. Questions:…
-
Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
-
Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
-
Simple Workflow Not Triggering
Hi, I have a very simple workflow set up using "TODAY()" date as a formula. Basically it's a tracker with due dates, and if a particular task is not "Complete" by the due date, the status will change to "Overdue". Let me emphasis that there are no external links on this sheet and the formulas work fine. The workflow is as…
