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I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told this was possible from a conceptual standpoint when updating to Business edition account...
Anthony
you seem to know what you need the system to do but need to add a trigger like if this .... then that, eg is status is "Not Right" then Send out notification.
There are layers of choices to make, so yes you can do this, it is all about the action trigger..
Hope that helps
Richardr
I am new to this, so you may have to walk me through what you are telling me... Thanks in advance.
Not easy to do without properly understanding your Requirements first which becomes a consultancy job, my team can happily undertake that for you... it's what we do! but there is plenty of self help for you assuming you are Not seeking paid assistance.
https://help.smartsheet.com/articles/542904-using-notifications
That link is probably a good start.
Try mapping out your needs on paper first? Then write the rules, then run some tests for yourself, then set it up for colleagues.
Hope that helps.
thanks Richard. I will give this some thought.
How do I see who submitted a form for a specific sheet?
Hi, I have a Gantt covering 500+ rows of events past and planned. I use it to predict and track values around these events. Using helper columns to identify the current week, I get an email report on a Monday that tells me the upcoming events in the current week (7 days) and their values. Currently if an event spans…
Hi Smartsheet Community, I'm working on an action management system where users create sub-actions through a Smartsheet Form. The requirement is simple: a sub-action's due date must be earlier than or equal to its parent action's due date. For example, if the parent action is due on June 30, 2027, users should not be able…
