How can I have a copy of a form emailed removing certain fields?
I have created a disciplinary form and I have a notes section for managers, I want them to be able to send a copy to the agent but not have the notes section be included in the email they get. Is there a way to pick and choose which fields are included in the email copy?
Answers
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Hi Rachel,
You can set up a workflow with an alert where you select which fields should be included.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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