In Smartsheet, you can create automated actions (Alerts & Actions) that automatically notify you of sheet changes, remind you of key dates, automatically request updates on specific rows, and automatically initiate a request for approval or sign-off on work items in your sheet.
Learn more about types of alerts and actions in the help articles below:
- Notifications: Keep Track of Sheet Changes
- Reminders: Stay Aware of Key Dates
- Approval Requests: Automatically Request Sign-Off on Work Items
- Update Requests: Get the Latest Info from Colleagues
- Lock Rows Automatically to Preserve Data
Requirements for Creating and Receiving Alerts and Actions
Depending on what type of alert or action you want to create, you need to be shared to a sheet with a certain level of sharing permissions. Who can receive alerts and actions can also be controlled on a sheet-level or account-level.
Control Who Can Receive Alerts and Actions
See the following help articles for details on controlling who can receive alerts and actions on a sheet-level or account-level:
Sharing Permission Requirements
Use the following table as a reference for whether you can create an alert or action for yourself or others based on sheet sharing permissions.
|Notifications||Yourself and others||Yourself and others||Yourself||Yourself||Can’t create|
|Reminders||Yourself and others||Yourself and others||Yourself||Yourself||Can’t create|
|Update Requests||Yourself and others||Yourself and others||Can’t create||Can’t create||Can’t create|
|Approval Requests||Yourself and others||Yourself and others||Can’t create||Can’t create||Can’t create|
|Automatic Row Lock||Can create||Can create||Can't create||Can't create||Can't create|