How to include column/row information in an email when sending files via the attachments section
some of my rows have files (PDFs., .docx, images) attached. When I click "Actions --> Send File" a "Send Attachment" window pops up. In the Subject, I would like to send something like:
"Please see the attached files for {{Clinic Name}}"
This unfortunately doesn't work. Any information will be greatly appreciated.
FYI: This is not an automated workflow. The end user will send files only when required.
Best Answer
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Hi @RDRGSJ00
The {{placeholder}} you're describing is only supported in an Automated Workflow (here's more information).
If you're manually sending a row or manually sending data such as an attachment, you'll also need to manually type in the custom information you'd like to send with it.
Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
Hi @RDRGSJ00
The {{placeholder}} you're describing is only supported in an Automated Workflow (here's more information).
If you're manually sending a row or manually sending data such as an attachment, you'll also need to manually type in the custom information you'd like to send with it.
Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Thank you Genevieve.
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