Automated Update Request - Loses custom email with multiples

Lyz Kelk

I need to automate update requests and I am using the custom email to give instructions and they are completly lost when there is more than 1 task to update.

??

Thank you for any suggestions,

Lyz

Andrée Starå

Hi Lyz,

Not sure I follow! Do you mean that they get lost that they need to select next to update each row?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic weekend & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Lyz Kelk

I created an automated workflow that runs every Monday and sends the assignee his/her past due tasks. If there is only 1 task I get my custom email, as written in my workflow

This is the update request email with instructions for 1 task: (ignore {assignee}})

If there is more than 1 task, the body of the email is NOT THERE>

Andrée Starå

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment to have your vote added

As a possible workaround, you could include the message in a so-called helper column. Would that work/help?

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Lyz Kelk

Added colulmns are a poor work around, especially in this case. I will add the request, as I see it as a bug and not a feature add. thank you

Andrée Starå

Excellent!

Happy to help!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!