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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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do attachments get sent in the email from an automation?
I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the email I get does not include the attachment, is there a way to make the email include it?
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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…
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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.
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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…
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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…
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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…
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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…
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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:…
