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Show all email recipetents on the automated email
Currently, when sending an email to multiple users via an Automation (such as via Update Requests) the receiving user only see that it has been sent to them. For example, if an Automation is set to send to Alan,Ben & Charles When Alan open there email, they will see the email was sent to them; they will not see that the…
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Automation > Alert Someone
I create an Automation that alerts someone after criteria is met. Everyone is not receiving the email. Automation is also set to unrestricted. Any ides what could be happening here?
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Dynamic View Automate Update Request
How do I automate a dynamic view to send requests for updates? Trying to use/send the dynamic view only, not automate update requests from the within the parent sheet.
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Merged: We need the ability to copy automations between sheets
This discussion has been merged.
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Merged: Enable Automation Alerts from Reports
This discussion has been merged.
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Is there a Limit to the Number of email addresses you can add to a workflow?
I created a workflow that if something is added to a field in the worksheet a workflow will trigger and send an e-mail to muptiple people that have been added to the workflow. I am trying to find out if there is a LIMIT to how many e-mail addresses you can have, I currently have over 40 and some people are getting this but…
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Assign in rotation
I have a sheet, and need to add an "assign to column", and would like to auto assign each line to one of four people in a rotation. So, submission one goes to the first name, submission 2 goes to the second, submission 3 goes to the third, submission 4 goes to the fourth, and then the cycle repeats with submission 5 going…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…
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Automation Workflows - Grouped Email
Hello, I’m writing to request assistance regarding automation notification emails in Smartsheet. Issue: I have an automation set up to notify people when I need jobs scheduled. However, instead of sending a separate email for each job/row, Smartsheet combines multiple notifications into a single, grouped email. This makes…
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Issue with automation process reporting a date in a special column
In the Smartsheet sheet “CRS RO Master” we have programmed an automation called “Track Changes in dates, confirmation and LHG code” [PICTURE 1] This one should report a date of a change in the columns “CRS GO LIVE DATE” and “PMS Go LIVE DATE” in the column “. CRS Check date changed”. [PICTURE 2] The update of the “Go live…
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Merged: Attached photos to designated cell
This discussion has been merged.
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On-call schedule communication
We have an On-call schedule in which Person A may be on call and ask persons B, C, D, and E to take over a shift. The On-call column is a contact email list. Persons B, C, D, and E will receive an Update Request to identify if they can cover that shift. Persons B and C respond that they can cover the shift. Person A will…
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Dashboard automation of past dates
What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard. There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward. Example: I have a diagram of amount of open task per month. Jan-25,…
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Automation Question: Can they be this specific?
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…
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Why doesn't Automation Workflow, "Assigned To has been changed", work correctly?
Hi all, I would appreciate another set of eyes to review my workflow please. Here's the automation: I get the email, but it shows exactly how it is written above (yellow highlight). I was expecting it to show the name of sheet. I thought this was working correctly at one point but can't say for sure. I can't find any notes…
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Copy few cells from 1 sheet to another based on a filter
I have a sheet named "T1 SQDVP", and I want to copy the "Safety Details" data from this sheet into the "Action Log" sheet, creating a new action under the "Follow Up Action" column. Based on the filter when Column "Safety Action / Escalation" is selected as "Action Required at Tier 1" See screenshots. Any suggestions would…
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How Can I trigger an email notification sent on a date along with a contact entered on a form?
I am trying to create an input form that allows an event to be entered, along with a date, if the event is recurring, and the contact to received the event notification. I am trying to do this using automation, but can't figure out if this is supported or not. Thanks for any help, g2smsht
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Automatically populate a new row in a report that contains formula references to a master sheet
Hi, I am struggling to find a solution to something that should be straightforward, I think. I want to create a dashboard that plots (1) summary values from a master sheet extracted every 2 weeks. Alternatively, I thought I could plot these values from a helper sheet that contains the same formula with a cross-reference to…
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Alert Someone Automation Error
Hi all, I have the following alert automation triggering off a date column, however since I added the "otherwise" it always sends two notification emails at the same time as if both conditions are being met. I played around and even when all dates in the column are in the next 7 days, to meet this first condition, it is…
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Automate Sending Welcome Email to New Smartsheet Users in our Company?
Does anyone know of a way to automate sending a welcome email to new Smartsheet users in our company. Our company has access to the app but their account isn't "created" until they login the first time (Okta/Active DIrectory Authentication) My idea would be to use the Bridge to: Make API call using GET /users Add Row to…