Customized Workflow Notifications

I am investigating the use of workflow notifications. In my sheet I have a parent row with a row for the Project Name. Each child row has the Task name. They use the same column.
I am wondering if it is possible to refer to the parent (Project Name) in a notification for a child task in the notification message content.
Thanks.
Pam
Best Answer
-
Hi @Pamb10
It is but you will need to use a hidden helper column, please see example below. As notifications are row based and would be triggered based on activity in the child row, you simply need to bring the parent row project name down to each row.
Formula for copying - =PARENT(Parent@row)
You can then reference the Helper column in your notifications against the child tasks as and when triggered
Hope that helps
Thanks
Paul
Answers
-
Hi @Pamb10
It is but you will need to use a hidden helper column, please see example below. As notifications are row based and would be triggered based on activity in the child row, you simply need to bring the parent row project name down to each row.
Formula for copying - =PARENT(Parent@row)
You can then reference the Helper column in your notifications against the child tasks as and when triggered
Hope that helps
Thanks
Paul
-
Thank you! This is an excellent idea.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66K Get Help
- 429 Global Discussions
- 147 Industry Talk
- 487 Announcements
- 5.2K Ideas & Feature Requests
- 86 Brandfolder
- 152 Just for fun
- 74 Community Job Board
- 497 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives