Workflow Permission

Hi Dear Community ;

i would like to learn about permission types of automatic workflow .As in the below picture , when i select Limited permission , when the person who will get the notification is same account with me ( i mean we are in same company) , could get otifications according to setted alerts from my automatic workflows ?


我创建了一个工作流莱克阀门e that , even we are in same account with this person , system did not send my alert mail to this person .One more thig i did not share the sheet with this person but as far as i understood from "limited " type , if we are in same account that otificatio could be sent .What can be the reason that alert is not working ?


Thanks i advance for your kind supports

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Erhan_79

    Yes,Limitedpermissions should allow you to send workflow notifications to users that are a part of your company's Smartsheet Plan. (See:Control Who Is Notified About Alerts and Requests).

    This doesn't necessarily mean people who work at the same company as you. This is referring to people whose Smartsheet account is amemberof your same Smartsheet plan. You can contact the System Admin for your company to check and see if the users you're sending notifications to are members of your plan, see:Manage Users in a Multi-User Plan

    Do you receive an error that says the workflow is unable to send to this email? Can you ask the user to check and see if they received an alertin Smartsheet(the bell icon), just not the email? If they received an Alert in Smartsheet, this might mean the email went to their Spam folder (see:Issue: Email Not Received from Smartsheet).

    If this hasn't helped, it would be useful to see screen captures of your workflow set up and of the sheet, but please block out any sensitive data.

    Cheers!

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Erhan_79

    Yes,Limitedpermissions should allow you to send workflow notifications to users that are a part of your company's Smartsheet Plan. (See:Control Who Is Notified About Alerts and Requests).

    This doesn't necessarily mean people who work at the same company as you. This is referring to people whose Smartsheet account is amemberof your same Smartsheet plan. You can contact the System Admin for your company to check and see if the users you're sending notifications to are members of your plan, see:Manage Users in a Multi-User Plan

    Do you receive an error that says the workflow is unable to send to this email? Can you ask the user to check and see if they received an alertin Smartsheet(the bell icon), just not the email? If they received an Alert in Smartsheet, this might mean the email went to their Spam folder (see:Issue: Email Not Received from Smartsheet).

    If this hasn't helped, it would be useful to see screen captures of your workflow set up and of the sheet, but please block out any sensitive data.

    Cheers!

    Genevieve

How exactly is your Data Shuttle set up? If it is set to replace everything in the sheet when it runs, it is deleting the cell being referenced by the widget and then putting new data in new cells.<\/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":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":108213,"type":"question","name":"How to spread costs evenly across months, if they fall within those dates","excerpt":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various functions already, IF, AND, and it says Unpearsable. I'd like to spread out the costs in the Cost column to the months on the right, based on the start…","snippet":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various…","categoryID":321,"dateInserted":"2023-07-27T19:03:42+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164209,"lastUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":14,"countViews":67,"score":null,"hot":3381071762,"url":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","format":"Rich","lastPost":{"discussionID":108213,"commentID":387925,"name":"Re: How to spread costs evenly across months, if they fall within those dates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387925#Comment_387925","dateInserted":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/IBAVVE3YLO8D\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T09:38:32+00:00","dateAnswered":"2023-07-27T19:21:12+00:00","acceptedAnswers":[{"commentID":387646,"body":"

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>"},{"commentID":387901,"body":"

Lets try a different approach.<\/p>

=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/77329/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/77329/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p>


<\/p>

Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"

@AshwiniBiotech2023<\/a> Check out my last comment.<\/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":"2023-07-30T03:14:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"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":"2023-07-30T03:14:49+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":"2023-07-28T06:32:42+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>

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<\/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"}]}],"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":4892,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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