SmartSheets Ordering Process (Alert Someone Automation)

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Hi Team, I’m encountering some challenges with the "Alert Someone" automation feature and would appreciate your insights or suggestions. I’ve been using this feature to send order emails to suppliers after collecting orders through Smartforms.

While this approach works, I have a few concerns:

Column Width in Emails: Is there a way to adjust the column widths in the order email so the text doesn’t appear wrapped? This is my primary concern at the moment.

Excluding Empty Columns: If a column is empty because an item wasn’t ordered, is it possible to exclude that column entirely from the email output?

If anyone has alternative recommendations for managing this type of ordering process, I’d be happy to consider them. Thank you in advance for your help!

Answers

  • Kerry St. Thomas
    Kerry St. Thomas Community Champion

    Email formatting is generally a setting on the individual machine viewing an email. (If you viewed the same email on your smartphone and then on a laptop, the screen dimensions will obviously be wildly different - word wrapping tends to follow device settings.)

    The workaround to give you a bit more control over formatting - though this is by no means a PERFECT solution - is to use double curly brackets to denote variables (column names) and design your own email template. For example,

    Dear {{Customer First Name}},

    Thank you for your order received {{Date Received}}, for the following…

    More information about customizing alerts: https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!