Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Send Row Default Fields
Greetings,
Will there ever be an option to save the "Send" (by row) "Include" options to be reused.
I found a work-around to create a report with only the pertinent fields, but this is unwieldy.
Example:
When I have a support ticket to answer, I do not want all of the fields to display in the email and going through and unchecking each time is very time consuming.
If I could save a "Send" associated with a type of ticket (i.e., "New provider", "Reset password", etc.) it would be pretty speedy to check the option and have only the chosen fields for that option included.
Thanks,
Lisa Trit
Comments
-
This is a great idea! Be sure to submit it as a Product Enhancement request.
-
Hi Lisa,
Maybe you could use the send workflow and triggger the different scenarios with a specific status or a checkbox?
I hope this helps you!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Andrée's idea is a good one. If you set up a notification based on a column changing. You could have a checkbox that you check off and then have a notification fire on that happening. You can compose your email in the notification and also determine which fields are sent from your row.
Here's more information about notifications. https://www.smartsheet.com/blog/new-in-smartsheet-advanced-notifications
