Automate create email that won't immediately send
I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email.
The idea is that it would populate an email template based off the information in my Smartsheet to which I could edit or add any attachments as needed before sending off.
Is this possible or is Smartsheet only capable of fully automating the process?
Answers
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Hey @edelaney1,
You could manually send an update request for a row if you click on the 3 dots near the row number then click on "Send update request" in the menu that pops up:
Then from there you can create an email to send to a user!
Hope this helps!
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