Dynamic View Comment Emails

JRace02

We use Dynamic View for our sales force and customer service reps. They each have their own respective view that is connected back to the main sheet. Our design department uses the main sheet to process incoming requests via a form. We have run into an issue with links in automated emails using the "@member@thecompanyemail.com" feature and the workflow automation. The @ emails link back to the main page and not Dynamic View. The same goes with the work flow emails because there isn't an option to just show the new comment AND Information regarding the request without the page link too. Is there another work around for this? We have some 1099's on our salesforce that shouldn't really be seeing other peoples account requests.

Andrée Starå

@JRace02

Yes, if you combine it with the Latest Comment Column.

Would that work/help?

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Andrée Starå

@JRace02

Excellent!

You're more than welcome!

Andrée Starå

Hi @JRace02

I hope you're well and safe!

You could change it to the Message Only option and maybe combine it with Placeholders to include the relevant information they can work on in Dynamic View.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

JRace02

Is there a placeholder for the newly added comment?

JRace02

Nevermind. I just read about adding a "Latest Comment Row" in the Sheet. I can then reference that row as a placeholder and allow the message to contain the relivant request info AND the comment.

Thank you.

Andrée Starå

@JRace02

Yes, if you combine it with the Latest Comment Column.

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@JRace02

Excellent!

You're more than welcome!