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Hello,
I am trying to create an alert that would notify users once an agreement has been signed. I have watched some Smartsheet videos but I'm still a bit confused on how to create one. Why might the “Automation” button not appear near to “File” button even though I am the Smartsheet owner? See the attachment.
Hi Kenric,
Your screenshot appears to be of a Report and not a Sheet. Alerts can only be managed at the sheet level, not on reports. Hope that helps!
Jennifer
Thanks Jennifer you nailed it!
Kenric: Sounds like a very cool use case. Let us know that you got this working. If not, let us know that too so we can help you!
This can very easily be accomplished on the sheet level by following the videos provided by Smartsheet.
Here's an excellent resource for Alerts.
More info: https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
One way could be to have an Alert triggered by the Status changing to Agreement Signed.
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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