Automations and Microsoft Team Channels

LWright
LWright ✭
edited 06/21/23 inSmartsheet Basics

I have created Automations that "Alert Someone" when certain conditions are met. The "someone" is a Microsoft Teams Channel.

The individuals in the channel have updated their Smartsheet profile and selected "Messaging Apps" like the following:

image.png

The problem is they only want notifications that are generated as a result of theAlert Someone - Microsoft Teams Channelautomation to go to Teams -- not any of the normal Smartsheet notifications they receive outside of the channel. Is this possible?

Does one of the categories above apply specifically to Teams Channels ("Sheet Changes and Reminders", "@Mentions, Sharing Invitations...", etc.?

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Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@LWright

    The items listed on the left hand side are theactionsthattriggerthe workflow. Then the boxes indicate where you want those notifications to be displayed.Messaging Appsis associated with Teams.

    There are 2 ways to receive alerts in Teams: through the Smartsheet Bot (direct notifications) or to a Channel (defined in a workflow).

    If your users don't want to receive other notifications in Teams, they can uninstall the Smartsheet Bot, see:Microsoft Teams Integration: Uninstall the Smartsheet Bot

    In your workflow you've chosen achannel,so even if they have the Bot uninstalled, they should still receive your message in the channel as it's not a direct message specifically to them. Does that make sense?

    Let me know if that worked for you!

    Cheers,

    Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@LWright

    The items listed on the left hand side are theactionsthattriggerthe workflow. Then the boxes indicate where you want those notifications to be displayed.Messaging Appsis associated with Teams.

    There are 2 ways to receive alerts in Teams: through the Smartsheet Bot (direct notifications) or to a Channel (defined in a workflow).

    If your users don't want to receive other notifications in Teams, they can uninstall the Smartsheet Bot, see:Microsoft Teams Integration: Uninstall the Smartsheet Bot

    In your workflow you've chosen achannel,so even if they have the Bot uninstalled, they should still receive your message in the channel as it's not a direct message specifically to them. Does that make sense?

    Let me know if that worked for you!

    Cheers,

    Genevieve

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  • LWright
    LWright ✭

    This is the best explanation I have found about this topic! Thanks, Genevieve. I will test it out and let you know the results.

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  • LWright
    LWright ✭

    I tested with 2 users (I was one of them). We both removed (unregistered) the Smartsheet Bot from Teams and we were still able to receive the notifications to our channels from the automation. I will have all of the other users unregister. Thanks so much for your help.

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  • Genevieve P.
    Genevieve P. Employee Admin

    Glad to hear it!

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Categories

Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":106958,"type":"question","name":"Datamesh very slow to update","excerpt":"Hi, we have datamesh set to immediate but it still takes up to a minute for the data to be pulled into the sheet. Is this the normal amount of time it's supposed to take? Or have I missed a trick?","snippet":"Hi, we have datamesh set to immediate but it still takes up to a minute for the data to be pulled into the sheet. Is this the normal amount of time it's supposed to take? Or have…","categoryID":321,"dateInserted":"2023-06-27T15:05:03+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T21:09:27+00:00","insertUserID":161700,"insertUser":{"userID":161700,"name":"Jagdeep","url":"https:\/\/community.smartsheet.com\/profile\/Jagdeep","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:01:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":15741,"lastUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:07:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3375780270,"url":"https:\/\/community.smartsheet.com\/discussion\/106958\/datamesh-very-slow-to-update","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106958\/datamesh-very-slow-to-update","format":"Rich","tagIDs":[219,334,381],"lastPost":{"discussionID":106958,"commentID":382703,"name":"Re: Datamesh very slow to update","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382703#Comment_382703","dateInserted":"2023-06-27T21:09:27+00:00","insertUserID":15741,"insertUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:07:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T21:04:31+00:00","dateAnswered":"2023-06-27T19:57:59+00:00","acceptedAnswers":[{"commentID":382687,"body":"

Hi @Jagdeep<\/a> - Unfortunately, my experience has been that Datamesh \"Immediate\" can take up to 5 minutes (perhaps more).<\/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":334,"urlcode":"automations","name":"Automations"},{"tagID":381,"urlcode":"DataMesh","name":"DataMesh"}]},{"discussionID":106941,"type":"question","name":"How to show data of previous working day?","excerpt":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday. =COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, TODAY(-1)) I'm…","snippet":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday.…","categoryID":321,"dateInserted":"2023-06-27T10:29:20+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:02:55+00:00","insertUserID":162184,"insertUser":{"userID":162184,"name":"Sachiko Kagami","title":"Customer Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/Sachiko%20Kagami","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:25:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3375730935,"url":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","format":"Rich","lastPost":{"discussionID":106941,"commentID":382502,"name":"Re: How to show data of previous working day?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382502#Comment_382502","dateInserted":"2023-06-27T12:02:55+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T11:47:48+00:00","dateAnswered":"2023-06-27T11:40:22+00:00","acceptedAnswers":[{"commentID":382497,"body":"

Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5416,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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