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
-
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
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
-
Thank you Genevieve.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.7K Get Help
- 438 Global Discussions
- 152 Industry Talk
- 497 Announcements
- 5.3K Ideas & Feature Requests
- 85 Brandfolder
- 155 Just for fun
- 77 Community Job Board
- 509 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 307 Events
- 36 Webinars
- 7.3K Forum Archives