Cell reference in a notification subject line

GMcDougall

Good afternoon,

I have a notification action set to send a notification note any time a specific cell is updated.  Currently the action seems to allow me to set a standard subject line response something like   "Changes to SHEETNAME: Notification".  What I would like to do is have the subject line pick up a specific cell so that client can tell from the subject line what the update is referring to.   This is important as I have multiple lines from clients and I want to be able to let them see which one this is before they open the email.  

Mike Wilday

I don't think this is possible. But IF you set up your notification around specific rules you could compose your Email Subject line to highlight the field that is triggering the notification. 

To edit the subject and email message view the attached screenshot. From within the Notification Settings choose "Delivery Settings" to set a custom Subject and Message. 

We use this when a specific task is marked complete, it fires a message based on the task being complete, and include only specific columns with the pertinent information. 

Mike Wilday

Also, under the delivery settings, under Include, you can choose which cells to send in the notification. So you can send only the changed cell, or any data you want. 

joemedrek

This functionality would be really useful for integration to CRM systems that only accept inbound emails and use an ID in the subject line.

HaubFather

Bump. I also would like to see this feature. 

BobPope

as would I

Rebexx

I want this too!  Otherwise gmail makes all these forms into a long string of requests.  

 

AverageUser

I haven't quite figured out how it works... but I have a few notifications that are putting the "Primary Column" value into the subject line automatically.

To reproduce:

Determine which column is your Primary Column. By default, it is the first column in your sheet.

Create a Notification and DO NOT CHANGE THE "RULE NAME" OR "SUBJECT". If you change the default Rule Name or Subject values at all, it doesn't seem to work.

By default, it will include whatever is in the "Primary Column" after the colon in the default Subject.

Still tinkering to see how I can modify it a bit to get what I want.

I've attached images as examples.

Nick Burrus

I would like t obe able to reference [Primary Column] in the title. I have something called Active or Inactive. When a change is made to the activity column I want an email that'd say:

 

"[Primary Column] is active!"

Andrée Starå

Hi,

You can do that today with the Alerts & Actions and placeholder text.

Alerts & Actions > Alert Someone... > Specify a change (Optional) > Choose the Activity column and select any value > choose who should receive the alert > Customize the message to:

{{Primary Column Name}} is {{Activity Column}}

This will show as: Primary column row text is Activity column row text.

More info: https://help.smartsheet.com/articles/2477796

I hope this helps you!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Nick Burrus

awesome! This wasn't on the alerts help page as an option I love it!

Andrée Starå

Great!

Happy to help!

BRoy

Hello Andrée

Do you know if we can refer to a specific cell instead of columns?

Best,

Billy

Andrée Starå

Hi Billy,

Unfortunately, it's not possible at the moment, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

A possible workaround could be to have the specific cell-linked to the row(s) and then refer to that column.

Would that work?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

operations82501

Hi, If I require to send the value of a cell which is the parent cell, is there something like {{parent, Client Name}}? Client Name is a column name.

Andrée Starå

Hi,

Sometimes when is set up client solutions, I set up extra helper columns that have the values needed on every row, and then we can reference that value in the Automation.

Would that work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting