Smartsheet Update Requests with Automation
I set up and automation to send an update request and sends to a Contact field. Works perfect except that is doesn't bundle the requests by the Email in the Contact field (sends each request as separate emails). I think this is acting as designed but wanted to ask the community if anyone has been successful bundling requests in one email if its the same contact.
Best Answer
-
Are you using any {{Placeholders}} in the subject or body of the message? What is your trigger for the automation?
Answers
-
Are you using any {{Placeholders}} in the subject or body of the message? What is your trigger for the automation?
-
Yes, Using {{Placeholders}} in the body - triggers: I've tried a checkbox and a Daily recurrence
-
You Rock Paul! I removed the tags and its working now. thats such a hidden switch it should be a product enhancement request or at least more helps text somewhere to tell the user.
-
Happy to help. 👍️
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.7K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 468 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 64 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives