- Workflow notifications
I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set up in my contacts. Is there an additional feature I need to activate for all the…
- Sequential Approvals with Missing Contacts
Hi All! I'm trying to build an automation that sends out approvals in sequence. If a contact column (1-3) is blank, it should skip to the next approver so the workflow can continue. As I understand the approval automation, it will run in sequence written, but if there's no contact assigned, then the workflow won't run or…
- Single List for Multiple Contact Columns on Different Sheets
How do you create a single list of contacts and reference it in the drop-down on multiple sheets? We have a Client Development contact column on many sheets and updating them is a cumbersome/time consuming task. How do we create a single list and the sheet references that list? Can you do this with User Groups? Seems like…
- Multiple Notifications/Emails for single workflow
I put together a workflow that sends an email for approval, however whenever the project is approved it email blasts the contact who made the request (sends out like 7 emails/notifications) that all say the same thing. Is there a way to only have it send one? What could be causing this?
- Forms & Contacts - 2 Questions
I have a couple of questions: 1). When a form is completed, you can get a copy sent to yourself. Is there a way it can be sent to multiple people? Our use case is: A file review form is completed and the completed form is sent to the lawyer so, they can file it in the matter folder however, this isn't being done so ideally…
- Reference Number of Contacts In Cell
Greetings Is there a way to reference the number of contacts in a given cell within a formula? For instance, I have a column titled "hours per person", and a column which is a contact list where I enter contacts. I would like to construct a formula for the "total hours worked" which would be the hours per person multiplied…
- Reference a contact in IF formula
I'm trying to return a value of "TRUE" in a tick box column if a contact referenced in the same row is a specific person. It's a multiple contacts column too but I've done dummy runs with only one contact and it still won't work. I've tried the following and they don't work, what am I doing wrong? =IF(CONTAINS("Joe…
- Need help with formula to automatically fill in Contact List from another column
Hello, I have the following columns and sheets and I just cannot seem to figure out how to do what I need. Sheet 1 (Main Sheet) Staff Listing (value is Text Full Name coming in from outside source) All Staff (Contact List selector (assigned to)) Sheet 2 (reference Sheet) Technician Name - Contains full name Email Address -…
- @ functionality not showing contact
one of my users has issues when trying to use the @ functionality that sometimes certain users do not show up for her to tag. Other times on the same sheet the person shows up. When I check on my instance the person is always there. Any advice?
- Prevent cells from changing once value is entered?
I have a multi-contact column that I'm using to fill in other cells. The problem is, if new names are added or removed it reorders the contact list. So when extracting the name to another column, the name of the person can change which column they are extracted into. Is there a workaround for this? For example if I remove…
