-
Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
-
Batch Update Request
I would like to send update requests for different rows to the 'assigned to' field in a batch request. Multiple update requests at one time. My specific purpose is to send out requests for proposals and collect PDF responses along with other information about the proposal and template the process to apply to multiple…
-
Card View / Contact List
Hi there:) I have a sheet used as a "Maintenance Request" sheet. It is populated by a form. Each person submitting a request provides their name/email into the "Submitted By" column. This allows them to receive an alert once the job is complete. I have frustration coming from the maint dept. when assigning a job/task…
-
Update Requests Sending Multiple Copies
I have some update requests triggered to send to an email in a contact column after a symbol column becomes starred, which is based off of a formula. I have that column turn to a star after it's been 4 days since the date in the "Week Of" column. The dates in that column are always Sundays, and I want the star column to be…
-
Publish a shared google Calendar in a sight
Hi there, I've imported our team google calendar into a smartsheet no problem, and I can see all the entries, however when I try to present this in a sight the calendar grid is displayed without any entries. I've 'published' the source sheet with the calendar import, and both the source sheet and sight are shared with all…
-
Automated Update Request rule is in red font
I created an update request to be automatically sent today @ 11AM Central time. The time has come and gone and the request criteria is now in red font. It appears the request was sent, but why is the criteria in red font now? My "Contact" column is a contact list column. All fields are contacts with valid email addresses.
-
Send Update Requests to All Past Due Tasks
I am looking to send a set Update Request to everyone on a project that has an assigned task that shows the Start Date in the past. I further would like it to group all their tasks so they don't get 10 emails if they have 10 past due tasks. Any advice?
-
Report that features tomorrow as due date
Trying to create an automated report that pulls items from multiple sheets with a due date of tomorrow only. I have one that does the same for today, but tomorrow has proven to be more challenging. I could manually update the report every day by changing tomorrow's date, but I'm trying to avoid that. And using "is in the…
-
Help with update requests
Hi all, trying to get my head around automating update requests. I have a large sheet with many columns, each row is a record of an employee, most easily identified by the "email" column which is a type 'contact' and has their valid work email. It also tracks a multitude of events they attended, their reporting manager,…
-
Getting approval notifications to email working
Hello folks, I have created a travel approval workflow whereby once a request for approval is submitted from a form populating a new row in a sheet, it should notify the approver via email. I can't seem to get it to work. The notification comes within the notifications center in the app (desktop and mobile), but the email…
