Upcoming changes to our automated notifications - live today 17th April 2020

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  • 我注意到新的增强上线以来,when a form approver receives an email notification of a new approval, the email carries the name of the owner of the sheet e.g Abimbola Deniga via Smartsheet <[email protected]> as against Smartsheet Automation <[email protected]> which it used to be. Please advise on a workaround to removing my name from this sender email as I am the only one in my company who has a license and have many forms created for different users across the business; this bearing my name doesn't look tidy at all and its even confusing some approvers. Thanks

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Abimbola,

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    There are a few possible workarounds being discussed here.

    Today the proposed changes to automated update requests \/ notification has now got the OWNER's name in the email.<\/p>

    This is causing us absolute chaos.<\/p>

    Update requests have been sent out and as they now have the owner’s name (in our case this morning Kirsten Cox) the owner is now receiving lots of emails from people asking questions about the update request.<\/p>

    Kirsten, as a licenced user, has created the smartsheet but it is being used and operated by another team member.<\/p>

    Kirsten has no involvement in the content but is now inundated with a 100 emails.<\/p>

    To add further panic – we currently have 32 smartsheets as a new adopter, Kirsten has created about 4 and I have created all the rest – so I’m likely to be absolutely swamped.<\/p>

    Is there any way we can<\/p>

    1. Turn it off \/ revert back to from Smartsheet<\/li>
    2. Put someone else’s name as showing who the update requests are from (in this example James Potter a team member and free user)<\/li><\/ol>

      Really need urgent help on this matter as just starting a major testing cycle with approximately 400 test plan over the next 10 days and if all update request emails are going to come from the owner….. well just don’t know how we will cope.<\/p>","bodyRaw":"[{\"insert\":\"Today the proposed changes to automated update requests \\\/ notification has now got the OWNER's name in the email.\\nThis is causing us absolute chaos.\\nUpdate requests have been sent out and as they now have the owner’s name (in our case this morning Kirsten Cox) the owner is now receiving lots of emails from people asking questions about the update request.\\nKirsten, as a licenced user, has created the smartsheet but it is being used and operated by another team member.\\nKirsten has no involvement in the content but is now inundated with a 100 emails.\\nTo add further panic – we currently have 32 smartsheets as a new adopter, Kirsten has created about 4 and I have created all the rest – so I’m likely to be absolutely swamped.\\nIs there any way we can\\nTurn it off \\\/ revert back to from Smartsheet\"},{\"attributes\":{\"list\":{\"depth\":0,\"type\":\"ordered\"}},\"insert\":\"\\n\"},{\"insert\":\"Put someone else’s name as showing who the update requests are from (in this example James Potter a team member and free user)\"},{\"attributes\":{\"list\":{\"depth\":0,\"type\":\"ordered\"}},\"insert\":\"\\n\"},{\"insert\":\"Really need urgent help on this matter as just starting a major testing cycle with approximately 400 test plan over the next 10 days and if all update request emails are going to come from the owner….. well just don’t know how we will cope.\\n\"}]","format":"rich","dateInserted":"2020-04-17T13:18:11+00:00","insertUser":{"userID":117294,"name":"SueinSpain","title":"Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/SueinSpain","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!u7DUl-9NpGY!!6ZDtfnFmfzH","dateLastActive":"2023-08-14T13:14:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/67525\/upcoming-changes-to-our-automated-notifications-live-today-17th-april-2020","embedType":"quote","name":"Upcoming changes to our automated notifications - live today 17th April 2020"}"> https://community.smartsheet.com/discussion/67525/upcoming-changes-to-our-automated-notifications-live-today-17th-april-2020


    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    工作流Consultant / CEO @WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Abimbola Deniga

    I've moved your question over to this thread where other users are discussing the same topic.

    If you will be the owner of the majority of the sheets with alerts, you could potentiallyadjust your name in Smartsheetto appear as something more generic, as this will then update what's shown in the alerts.

  • Susan Peck
    Susan Peck ✭✭✭✭✭✭

    @Genevieve P

    Will changing your display name in Smartsheet also change the name used in Contact List columns? We have many Assigned To columns on sheets that use the contact name from the Users Management list. If I change my name to "Smartsheet Automation" does that replace my actual name in any tasks assigned to me?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Susan B派克

    Great question. Yes, it will adjust how your name is displayed throughout Smartsheet in Contact List columns.

    That said, users can actually apply their own name for you in their sheets for those columns (kind of like a nickname), separate from your name set in the Personal Settings. For example, here is my name in my personal settings on a different account:

    Screen Shot 2020-04-23 at 5.04.20 PM.png


    If you set the name here to "Smartsheet Automation" then initially your email would appear to have that name associated with it in drop-down contact list columns. However, if users double-click on that email/name, each user can apply a different name for your email - personalized just for their account.

    This is what I've done for my personal email; I've labeled this email as "Personal Email" instead of showing my name:


    Screen Shot 2020-04-23 at 4.45.20 PM.png


    If you hover over the contact you will see the name set in their personal settings, the one associated with their account, as well as their email, but the sheet will display your nickname for that contact within the grid. You can add contacts to that column using the nickname instead of their account name.


    Screen Shot 2020-04-23 at 4.45.43 PM.png


    I can type "Personal Email" in any other sheet to bring up the contact in a contact list, even though it's a different name than what's set in the account settings. Keep in mind that whensharing, users will need to know what your name is in your settings (so in this case, they will need to know you are called Smartsheet Automation) or they can find you by your email address.

    You can read more about this in our Help Center, at the bottom of this page:https://help.smartsheet.com/learning-track/get-started/contacts

  • Susan Peck
    Susan Peck ✭✭✭✭✭✭

    @Genevieve Pthanks for the detailed explanation. I'm not sure that solution will work for our situation, but it is one workaround.

  • Transferring a paid account to a free account has changed email notifications in Smartsheet to now specify that they are from "Myself via Smartsheet", when it was originally "Via Smartsheet". How do I change this back to only show that it is "Via Smartsheet", and eliminate any confusion possibilities that I am personally sending them that notification. "Myself" shows my name, so it is confusing employees to think I am sending certain things when it is actually smartsheet notifications set up. I am not able to locate the setting the change this.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Aaron Reckinger

    I saw you new question and have moved it to this current thread discussing the recent update that was made in regards to Smartsheet Notifications and how they are received. Pleasesubmit an Enhancement Requestto provide feedback to our Product team about this new update.

  • This is a big problem. We need to be able to set who the From and To fields are immediately.

    I set up multiple clients accounts with automation. Now they are all emailing me instead of contacting the relevant person within the company.

    It is a great feature if we can set who the From and To are, but at the moment is very problematic!!!!

  • I agree with all comments, each user / company will have different requirements.

    For info, I've put in an enhancement request as;

    Causes problems as now the owner is getting emails (albeit forwarded on, not replied to) instead of the real people it should be.

    If we had options so that users can;

    - Not have any name or 'from' when emails go out

    - Owner or any Smartsheet user name

    - Generic / Manually inputted name

    Then I think it would suit all users.

    Ie; My "Accounts Payable Invoices Approval" smartsheet I would choose to have the name "Accounts Payable" but I would be the owner -as in my third example.

  • julieoster
    julieoster ✭✭✭

    I also submitted the feature request to allow the option of emails coming from the owner or a generic Smartsheet notification. I own many forms/Smartsheets and do not want my name on all notifications.

  • Michiel Buenk
    edited 05/11/20

    This new 'feature' although nice at first sight causes the emails to be sent to the SPAM folder because "this email appears to come from someone you know, but with a different email address".

    And the recipient never sees the email.

    SInce I use the new workflow functionality and I can NOT trust the emails get to their destination my Smartsheet is rendered useless.

    Please fix this ASAP.

  • Chiming in that this is indeed a BIG PROBLEM!

    无论我如何努力,我不能理解推理for making this a global change and how this made it through your approval process. Very poor decision. I give a lot of praise to Smartsheet when you do something right... this is totally wrong.

  • Hi,

    I am really surprised by this decision made by smartsheet.

    I received several complaints from collaborators thinking that it's me who wrote notifications. I made the decision to change my name by "automatic mail" until an update is implemented.

Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"\"))), \" \"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":46,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109457,"type":"question","name":"Conditional Formatting (modified date not in the last 3 weeks)","excerpt":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated (last 3 weeks) should be highlighted in yellow. Is this spmething that can be done directly within conditional formatting or should I first create a…","snippet":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated…","categoryID":321,"dateInserted":"2023-08-25T12:33:14+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161267,"lastUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385935251,"url":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":109457,"commentID":392553,"name":"Re: Conditional Formatting (modified date not in the last 3 weeks)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392553#Comment_392553","dateInserted":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T12:40:09+00:00","dateAnswered":"2023-08-25T12:37:47+00:00","acceptedAnswers":[{"commentID":392551,"body":"

There is no direct way to do this. Adding a checkbox helper column with something similar to this and then formatting based on the checkbox is the simplest way. You can even hide the extra column, as there is no reason for it to be visible.<\/p>

=IF([Modified Date]@row < TODAY(-21), 1, 0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4991,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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