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

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

absence records.jpg

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Comments

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

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