Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
Hello Team,
I would like to know how to enable or create smartsheet to send automated birthday emails with customised template to employees in my org, on their birthdays.
aprriciate for the help
Hi Mitta,
The simplest method would be to add their upcoming birthday and a workflow that would trigger an alert on that date yearly.
Would that work?
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
You could use concatenation to create the custom messages in combination with andrees suggestion.
Column1: Contact column with list of employees names
Column2: date column with their birthdays
Column3: First part of message. something like "Happy Birthday"
Column4: Second part of message. Something like "! We at eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!'
Column5: Post out. =[Column3]@row + [Column1]@row + [Column4]@row would look something like this: Happy Birthday Mitta! We at Eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!
Of course you can mix this up anyway you want.
Is there a way to revert to the old dashboard look and feel. The new dashboards do not look good at all. There is no way of knowing if there are additional items in the widgets until you scroll over one to learn there is more to it since the vertical bar doesn't show. We have hundreds of dashboards and they will all need…
When i try to send or print the timeline view instead of showing the progression bars like they do on the screen it only send the data entered and not a graph type view to print. Is there a way to do this. I am using a mac platform if that helps.
Please assist me, I am having trouble with my smartsheet, I am on a paid pro plan, with 5 paid members, but neither I or my members can access or edit sheets. When I try to share the sheet, it says that I only have viewer access. My team members cant access the sheets at all. I renewed my subscription recently and it seems…
