Send notification without access to sheet

I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the sheet and I check a box. When I create the workflow, it provides access to the whole sheet. I've tried sending the row as an attachment, but then it sends all columns when I only want a select few.

Find more posts tagged with

Sheets

Sharing and Collaboration

Real Estate

Support

Project Management

Email Notifications

Comments

Sheryl P

You can send notifications to people who are not set as Viewers on a sheet. Check the configuration settings on workflow (the cog wheel). Then use conditions to filter to just the row for that apartment, or individual. There are several ways to accomplish - do you need to track that the notification was sent? This sometimes drives the method I choose.

Jim P

Once you update your workflow settings, unrestricted is the best way to do this, then you can have a workflow that will email an acknowledgment to an individual from a Contact List cell. You will want to have a column that is a Contact List Type. Here you will put the persons email address, and then the workflow will send the notification to that email. You can restrict which columns, if any, are sent with the email.

To find the columns you want to send, or do not want to send, click on the 3 dots on the top right of the condition within the workflow.

The email will have a link that the other person can click on, but as long as they are not shared, they will not be able to see anything.

Andrée Starå

Hi Sarah,

Here's where you change the settings.

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Pesonal Settings.png

Automation Permissions.png

unknown

This content has been removed.

Sign in to join the conversation!

Quick Links

Trending discussions

Dashboard Adding Widgets Spontaneously
Howdy, I am working on developing a several dashboards for our team, and for whatever reason the widgets I place are multiplying. I have copied/pasted some, but other I have just added I am ending up with dashboards that look like this: When originally I only had the top four items. It has happened on several different…
Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
Showing "stacked" data / Statuses of items by swimlane
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…