04 Automation Quiz - bsharphd/Smartsheet_Core_App_Path GitHub Wiki

Scenario: Shauna, a sheet level Admin, is receiving too many notifications from an established workflow. Shauna still wants to receive notifications from this workflow, but not as often.

Question: Which one of the following options would reduce the number of notifications sent for a given workflow without changing the triggers?

• Add a conditional formatting rule to the alert
• Change the frequency by editing the "Run workflow" settings
• Replace the rule with an update request
• Lock the row after the first notification is sent

Which options describe the Notification Center? (select two)

• Displays a red icon when new notifications arrive
• Allows a user to view and fulfill update requests
• Allows a user to create new alerts
• Allows a user to forward a notification to a different user

To dynamically add cell data in the subject and body of automated request messages, the column name must be wrapped inside which one as a placeholder?

• Double square brackets
• << >> Double angle brackets
• (( )) Double parentheses
• {{ }} Double curly brackets

Scenario: Valentino created an alert to notify a contact in the "assigned to" column if their task is past due and incomplete. Valentino realized that one of his external contractors did not receive the notification when this occurred.

Question: What is a likely reason an external collaborator does not receive an automated notification?

• Alerts can only be sent to people in your account. You must send a request, to your System Administrator, that the collaborator be added to the account contact list
• The user must first be in your personal My Smartsheet Contacts list in order to receive the notification
• Valentino needed to create an approval request rather than an alert
• The Automation Permissions is not set to unrestricted so external collaborators would not receive the notification

Which Automation Permissions setting only allows the users that are shared to a sheet to receive notifications and requests from the sheet?

• Restricted
• Limited
• Unlimited
• Unrestricted

Scenario: You've created a form to gather new customer interest information. When new submissions are made, you need to assign a member of your sales team as the lead, who will follow-up with the customer.

Which one of the following workflows would be the most efficient way to quickly take action after a form submission is made?

• Create an alert to notify you when anything on the sheet changes
• Send yourself the Activity Log, hourly, so you can adjust the assigned individual
• Create an automated update request to notify you of any new form submissions and lets you assign a lead immediately
• Use Send as Attachment to send yourself a daily email with directions to assign a lead

Scenario: Joy is the director of a sales team that manages its pipeline in Smartsheet. Every time an opportunity status is marked as "Closed Lost", reps should provide detail in a column called "Reason Won/Lost".

Question: What is an automated way for Joy to ask reps to fill out the "Reason Won/Lost" column if they do not initially do so?

• Automate the workflow via a formula
• Set up a workflow that sends an automated Update Request when the opportunity status changes to "Closed Lost" and the "Reason Won/Lost" column is blank
• Set up an automated Approval Request any time the "Reason Won/Lost" column is left blank
• Create a Conditional Formatting rule that sends a request when a task is marked as "Closed Lost"

Which is a possible use-case for establishing an alert with a date as the trigger?

• You want to automatically inform your boss when the status of a task becomes at-risk
• You want to notify all collaborators when a task is over budget
• You want to automatically let external vendors know when a task is marked as complete
• You want to be sent an email five days before the start of each task so that you can check in with key collaborators

You want to use automated Alerts to alert someone external to your organization who doesn't use Smartsheet. Because the alert is for external collaborators you want to safeguard the data on the sheet. Which option is the most secure way to send an alert without providing access to your data?

Choice A:

Choice B:

Choice C:

• Choice A
• Choice B
• Choice C
• None

When a task becomes at-risk, the project manager wants the individual assigned to the task to be immediately notified. How could the project manager achieve this goal?

• Create an alert to notify the assignee when a task is marked as at-risk
• Send the activity log to all shared users of a sheet
• Use the send row functionality to send a row when the task is marked as at-risk
• Create a conditional formatting rule to notify individuals when a task is marked at-risk

Which option serves as a trigger for an automated workflow?

• When a collaborator unsubscribes from a notification
• When columns are added
• When a date is reached
• When the sheet is exported