When emailing a form, what happened to the summary table?

Recently, I sent an audit to 450 people with over 1800 accounts. Some users, who have many accounts, find it challenging to review all their accounts at once without reaching out to others for answers. To know what they need to respond to, they must open the form/sheet and manually record their accounts they need to review. This is especially troublesome for those with many accounts, some have 100. Previously, the tool included all this information in a summary table in the initial automation welcome email. An easy way to see everything they need to address.

It would be beneficial to bring this feature back or find a way to automate the tool to include this summary table in the initial email. Joseph showed me how to send the email with the summary table after the fact, but this is not practical given the number of people involved.

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Michelle Choate 2

Hello @jlongo12345 ! What do you mean by summary table? Could you share some screenshots of what you mean?

Genevieve P.

I agree that it would be helpful to see a screen capture of what you're referencing. The question here is posted in the Brandfolder topic - is this a Brandfolder or Smartsheet question?

If it's Smartsheet, is this in regards to Update Requests, and seeing the rows needing update directly in the email notification?

jlongo12345

Hi All,

Attaching some screenshots to show you the change Smartsheet's made, unless I'm doing something wrong.

The "Before" attachments (first 3) include a Summary table at the bottom of the email using the Update email feature automation.

The "Current" attachments (last 2) show Smartsheet providing a form view of each of the first few records (no more Summary), with how many additional rows there are.

Genevieve P.

Hi @jlongo12345

Thank you for the screen captures, this helps a lot! I can see from these images that you're referring to Update Requests when they include multiple rows.

Yes, the automated alerts associated with Update Requests and other email notifications were changed in 2023. It's helpful for the Product Team to hear how you were using that preview table, and what the new look changed for your processes.

Here is the announcement post from when this feature was released where you can add your comment: Improved update and approval request emails now generally available

Thanks!
Genevieve

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