Use form info in Update Request message

dianaydianay ✭✭✭✭
edited 12/09/19 in Using Smartsheet
01/31/19 Edited 12/09/19

Is there a way to pull a person's name from a sheet and have that auto-fill into the message sent with an update request?

For example, I have a sheet that manages group membership. An Update Request is automatically sent to each new group member, and looks something like this:

"Hello there! Welcome to our group."

I would like it to look like this:

"Hello [name of person from cell D3]! Welcome to our group."

Is this possible?

Comments

  • dianaydianay ✭✭✭✭

    Thanks to an enhancement just released today, I was able to resolve this issue myself.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Out of curiosity... What was your resolution? I personally would have just used the placeholder feature {{Column Name}}. Is there an easier way to pull that info automatically?

  • dianaydianay ✭✭✭✭

    That's exactly what I did - "Hello {{Column Name}}"

    I think prior to the enhancement I wasn't able to do that.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    That particular feature was released in the middle of (I believe) September. It wasn't advertised much though. I do know that for some of the enhancements to actually be usable, you have to log out and then log back in after their release.

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