Update Request/ Notification dilemma

Robert Karsh
Robert Karsh ✭
inSmartsheet Basics

我用自动化发送更新请求2次with someone who is not a shared user. The first time I send an update request it works just fine, they only receive 1 email. However the 2nd time I send an Update Request it sends 2 emails, 1 is the Update Request I want and the other is an Update Notification. This person is not a shared user, Is not in a contact column using Update Notification and works outside of my company. Is there away to stop them from getting this Update Notification?

Regards,

Rob

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Answers

  • Alexander Ford
    Alexander Ford Employee

    Hi@Robert Karsh

    When you check your workflows for this sheet, do you have an alert that might be sending that update notification? This sounds like an alert workflow that is being triggered, so this is where I would start with investigating. It might be helpful to Edit any existing workflows and check them step by step to see if any alert might be triggering.

    Hope that helps!

    Thanks,

    Alex

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  • Robert Karsh
    Robert Karsh ✭

    Hello Alexander,

    Thank you for your response. I have already checked all of my automation workflows even going as turning off all notification alerts. Only using 2 automation workflow update requests.

    更新请求# 1发送一个请求ith a drop down box for accepting or rejecting and a date field to be populated.

    once that is filled in by anon shareduser the Accept choice generates a second update request to go to the samenon sharedperson

    The problem is at the same time thenon shareduser gets 2 smartsheet generated emails at the same time. #2 update request I want them to receive but also they receive a notification that says a row has been updated with their name as the person who updated it. It also provides links to log into smartsheet. These links do not work but this email will generate confusion when received. To restate I have disabled all alerts/notifications with only 2 update requests active to try to determine the root cause but this still persists.

    I do not know why the attached screen shot is being sent to my non shared person. I have been testing this with 2 different email accounts outside of my company and get the same unwanted results.

    20200924_114335.jpg

    Any other suggestions or is this the expectation when a person outside the company non shared submits a completed update request?


    Regards,

    Robert

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Robert Karsh

    Can you maybe share the sheet(s)/copies of the sheet(s) or somescreenshots of the workflow? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(s) 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

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    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.

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You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>

=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@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":[]},{"discussionID":108239,"type":"question","name":"Is an automated export of a Smartsheet to an Excel file possible?","excerpt":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…","snippet":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an…","categoryID":321,"dateInserted":"2023-07-28T02:36:12+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T06:42:13+00:00","insertUserID":164243,"insertUser":{"userID":164243,"name":"Candace G","title":"Senior Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Candace%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T06:50:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137040,"lastUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-28T15:25:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3381040105,"url":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","format":"Rich","tagIDs":[268,334,440,445,510],"lastPost":{"discussionID":108239,"commentID":387741,"name":"Re: Is an automated export of a Smartsheet to an Excel file possible?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387741#Comment_387741","dateInserted":"2023-07-28T06:42:13+00:00","insertUserID":137040,"insertUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-28T15:25:22+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":"2023-07-28T06:32:42+00:00","dateAnswered":"2023-07-28T05:49:42+00:00","acceptedAnswers":[{"commentID":387737,"body":"

Hi Candace,<\/p>

The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>

Hope this works for you.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n
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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n
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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]},{"discussionID":108180,"type":"question","name":"How can I make an approver's view on the message notification field mandatory?","excerpt":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have been reviewed?\" Then enters initials. This has to be done prior to clicking approved or decline.","snippet":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have…","categoryID":321,"dateInserted":"2023-07-27T14:08:57+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T18:44:32+00:00","insertUserID":157632,"insertUser":{"userID":157632,"name":"Shirley Romero","url":"https:\/\/community.smartsheet.com\/profile\/Shirley%20Romero","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/6RM6Q0PW4X07\/nLP5DK4J5PI9I.jpg","dateLastActive":"2023-07-27T15:36:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T15:52:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3380952209,"url":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","format":"Rich","tagIDs":[510],"lastPost":{"discussionID":108180,"commentID":387613,"name":"Re: How can I make an approver's view on the message notification field mandatory?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387613#Comment_387613","dateInserted":"2023-07-27T18:44:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T15:52:49+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":"2023-07-27T15:38:54+00:00","dateAnswered":"2023-07-27T14:43:11+00:00","acceptedAnswers":[{"commentID":387545,"body":"

This cannot be set up through an Approval Automation. At his point you have a few options (each of which has its pros and cons).<\/p>


<\/p>

You can just include a blurb that says that they are acknowledging by submitting within the Approval automation.<\/p>


<\/p>

You can set up an update request automation as a reminder that they need to enter their initials if they submit but didn't the first time.<\/p>


<\/p>

The last option I can think of that would truly make it required is a bit complex but possible. The first step is to create an \"approval sheet\". This sheet will have the same fields in it that you need to send in the approval request and a form created to match.<\/p>


<\/p>

You would then take the base form URL and drop it into a formula on the original sheet that allows you to basically generate a custom form on each row that will have the row data prefilled when someone clicks on the URL in that row. Since you can make form fields required, this will give you the ability to require their acknowledgement prior to them submitting their approval.<\/p>


<\/p>

Send this custom form URL through an alert and instruct the users to click the link to open the approval form.<\/p>


<\/p>

The form entry would populate the \"approval sheet\", but you can use formulas with cross sheet references to pull the appropriate data back over to your original sheet.<\/p>


<\/p>

If that last option sounds like something you would be interested in, fell free to let me know, and I will try to pull together a few links to help you get started building the formula.<\/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":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"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":4891,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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