Send alert/notifications including headrow and children rows in the attachment

marylene83741

Hi All,

I want to send automated notifications to my employees containing their absence records.

To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their children rows (1 row per period of absence) as attachment.

So far I can only do this manually by selecting the rows and chose send. (one by one for 250 employees)

I'm looking to find a way to do this for all my employees every month at the start of the month.

Any idea's?

 

Thank you 

Andrée Starå

Hi Marylene,

I'd recommend using reports and send each month automatically.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Alejandra

Hi Marylene,

To add to Andrèe's response, reports can also be sent as recurring attachment, however, if you choose this route —you would need to create a report for each person. Since the current user filter only applies when a person is actively viewing the report.

Keep in mind, reports don't count against your sheet count and also, by sending a report as an attachment, recipients can view the report in PDF or Excel format, without having to be shared to the report.

When you have a moment, please submit a Product Enhancement Request to let our Product team know that you'd like to send a filtered sheet as a recurring attachment. 

If needed, more information on the topics above can be found here: 

• Share a Report as an Attachment in Email: https://help.smartsheet.com/articles/516096-sharing-sending-reports
• Creating Reports: https://help.smartsheet.com/articles/522214-creating-reports