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Automation Notifications Using Groups

I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.

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  • Sing C
    Sing C ✭✭✭✭✭✭
    edited 08/09/22

    Hi,

    Would it be possible to add the ability to send alerts to specific groups alongside the other options when creating a workflow?

    Sending to everyone shared to a sheet at times overwhelms people's inboxes or Teams channels, to the point where they mute notifications. Sending to specific people is very narrow and causes maintenance challenges when people change roles.

    We have groups setup (e.g. Leadership, Portfolio Managers, etc) and being able to select, for example, Leadership group to receive a notification would help a lot and we simply manage the membership of the group in one place, once.

    Another option would be the ability to send alerts to people based on their permissions level (e.g. Admins only, or Commenters and above, etc).


    image.png


    Sing Chen

    PMO Operations Leader,Ceridian

    LinkedIn

  • Samuel Mueller
    Samuel Mueller ✭✭✭✭✭✭

    就好了,如果我们能够发送Smartsheet automation alerts to Smartsheet groups instead of having to select individual contacts. Makes it very tedious and difficult to update the alert as intended recipients are changed.

  • We have the same challange, we have groups set up in M365 (i.e.[email protected], L10.domain.com, etc.) and would be great to be able to simply alert a Microsoft Distribution Group as well. Even being able to alert a Smartsheet group would be an improvement.

  • Trish Dillon
    Trish Dillon ✭✭✭✭✭

    Workflows fail when people leave the firm. Can workflows be designate by groups so then we only have to manage the groups? This would be very helpful so we don't have to do rework ever time someone joins/leaves the firm.

  • We use smartsheets forms to alert a large group of folks at our site, leveraging notification email workflow, often responding with 'reply all'. The group is on Microsoft Teams, and have had some success in just emailing out to the Microsoft teams email distribution. The problem is that if someone leaves the team, the workflow fails (per smartsheets design, they don't recognize group emails). This would be a significant enhancement to the tool if this could be utilized. The only work around is to add each of the emails to share the sheet, and when sending to them, the reply all function no longer will work.

  • Is there any updates on implementing this request in Smartsheet? It really does negate the usefulness of workflows if we have to pick through all our sheets and update names when there is a change in personnel.

  • Michael Foster
    Michael Foster ✭✭✭✭

    Would be useful to have the ability to send notifications to groups rather than individuals as it would mean reduction in admin for updating automated notifications.


    Many thanks,


    Mike

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