Reformat the Workflow Notice from 4 pages down to 1

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Hello,

We are using Smartsheet to drive some business processes. The form being used creates a line item in a sheet. Eventually, that line item gets processed and completed. Currently, we have a workflow that sends out an alert which includes all fields. However, the printout is 4 pages long. We'd like to consolidate into a 1 pager. Does anyone have any ideas or workarounds to accomplish this?

Thanks!

Answers

  • Deric
    Deric ✭✭✭✭✭
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    You can create a helper column with a column formula that lists all of the information that you want to print out. For example, create [Helper column] and use column formula: =[column a]@row + "; " + [column b]@row + "; " + [column c]@row

    Then in your workflow message body, reference the column with double braces, e.g., {{Helper column}}.

    Lots of flexibility doing it this way.