Email Notification to an employee without a smartsheet account
I have a form that our employees will fill out in the field to request a special price. Once that has been approved i want to send an email back to that the employee confirming we have approved their request. I have them filling out their email in the form and have tried to use that in the automation to send them the email message but it doesn't work. What am i missing?
Answers
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Andrée Starå ✭✭✭✭✭✭
Hi Nolan,
First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission.setting for the Automations. (cog in the upper right corner in the Automation overview)
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or somescreenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
Did that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
工作流顾问/ CEO @WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer. 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.
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Nolan Schmidt ✭✭✭
Yes I have permissions set up right and my automation is unrestricted.
Below is a screenshot... whenever a product manager checks "Pricing Complete" box I want to email a notification to the recipient in the email column. This is a someone without a smartsheet account.
I've tested this and it doesn't work. I also have the column "Email" set up as a contact list.... is that what it should be?
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Andrée Starå ✭✭✭✭✭✭
Ok.
Sounds correct!
Can you share a screenshot of the Automation?
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.
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Nolan Schmidt ✭✭✭
See below:
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Andrée Starå ✭✭✭✭✭✭
Everything looks ok to me.
I'd be happy to take a look!
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
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.
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Nolan Schmidt ✭✭✭
Sent you the sheet
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Andrée Starå ✭✭✭✭✭✭
Thanks!
I'll take a look and get back to you!
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.
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Andrée Starå ✭✭✭✭✭✭
Glad we found the issue!
For everyone else.
It was two workflows that zeroed each other out. One made it so the other wouldn't trigger.
✅Remember!Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer. 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.
Categories
I hope you're well and safe!<\/p>
I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>
Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p> I hope that helps!<\/p> Be safe, and have a fantastic weekend!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]},{"discussionID":108269,"type":"question","name":"Dashboard Metric Breaks on Update of DataShuttle","excerpt":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and says Data missing even though there is data in the field. Is there anyway around this or does Data Shuttle always break a Metric Cell?","snippet":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. 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The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
<\/p>