Summary Fields in Automation

Is it possible to reference Summary Fields in automation?

For example, I have a summary field named [Project Manager].

The syntax for which to reference this summary field is [Project Manager]#.

I would like to create an Alert type of automation, in which the message might state "if you have any further questions, please contact [Project manager]#", but this does not work because within automation, the column names are referenced as {{Column}}.

The intent is to not create a column {{Project Manager}} because the same name would be repeated in every row.

Any help would be appreciated - thanks!


  • John C Murray
    John C Murray ✭✭✭✭

    You wouldn't create a column named {{Project Manager}}. The double braces denote a reference in the automation context.

    So your automation would reference the [Project Manager] cell on each affected row like this:

    "if you have any further questions, please contact {{Project Manager}}"

    Give it a whirl.

  • ker9
    ker9 ✭✭✭✭✭✭

    Hi @Shannon Hrudka

    It is currently not possible to reference a Summary Sheet field in an automation the way a column is referenced.

    Adding a column with the Project Manager's name (repeated by formula from the Summary Sheet field) will allow you to do this.

    Are you concerned about sheet size? If not, the column can be hidden if you don't want to see it.

    Hope this helps!

  • Hi John,

    Thanks for helping with this.

    Yes, the references in the automation to column names works correctly with the {{ }}. The issue is when referencing a Summary Field using curly braces {{Project Manager}}, the following error is displayed:

    Therefore, what is the syntax for referencing a summary field in automation?

    Thanks again for helping out!