Placeholders in Message field for Update Requests


When creating a message for an update request, I am trying to make an automation for general use. Within the message I tried to include {{Customer Name}} where Customer Name is a column name. I was reading somewhere that this should be able to pull in the details from the Row the update request is being sent for. However, during test it just shows {{Customer Name}}.

Is there a way to write the message of an update request to dynamically pull the data from the associated field the request is being sent for?

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Make sure you are in fact using the appropriate column name. If there is an extra space or two in the column name itself, it will not be visible but will be stored on the back end.

    If you open up the column properties, you should be able to see any extra spaces in the column name there. You can also copy the column name from there and then paste it into your automation.


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