Customize Option in Row Send?

sordonez

Hi there!

I'm testing out the row send feature. This page says there's a "customize" option, but I don't see it. I see the "layout" option when one row is selecting. What am I missing?

At the end of the day, I'd like to know if there's a way to suppress the name of the sheet in the email that sends using this feature.

Thanks in advance!

J. Craig Williams

When you open up the Send dialog, there is an [Edit] button. You can choose which columns are being sent. You can also change the Email subject and message.

I know of no way to remove the Sheet name from the email.

Craig

Morrie

How do I revise the "Send dialog"

Andrée Starå

Hi @Morrie

I hope you're well and safe!

Not sure I follow!

Can you elaborate?

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Morrie

Every month I have to send 78 work order numbers to 21 vendors. My current process is that I have an email template in Outlook that I open and copy past the work orders for the corresponding vendor into the email and send. Does Smartsheet have a way to automate this process?