Approval Request - Email without fields content?

Gottfried Reichl Mueller

Hello,

I'm using the Approval Request but I'm struggling with the situation, that the email already contains and shows the whole information / fields which are presented in the form anyways.

People get confused and often don't see the link to click on - even the information in the email tells them to use the link......

Is there a possibility to show only the customized text (including the placeholders) and the button with the link to the form in the email?

Example: I don't need the yellow marked content in the email but I need it in the form!

Thanks for any help,

Gottfried

Andrée Starå

Hi Gottfried,

Yes, you can use the Placeholders and remove the fields, but it will not show them in the form either.

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Gottfried Reichl Mueller

Hi Andree,

no, that will not work because I need the fields in the form but I want to get rid of them in the email.

Thanks,

Gottfried

Andrée Starå

Ok.

You can show the same information as the placeholders instead in the approval.

Make sense?

Would that work?

Gottfried Reichl Mueller

Hi Andree,

Do I understand it correctly:

The form will show 'nothing (or at least 1 field)' beside the "Approve" and "Decline" button, everything else is in the email and shown via the placeholders.

Didn't think about this possibility - will be a lot of effort (have a couple of different stages and approvals) but it could work out at the end.

Will give it a try and let you know - thanks for the idea.

Best,

Gottfried

Andrée Starå

Yes!

let me know if it works for you!

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Pro tip. Use Placeholders to make it easy to change a specific text in the alert. Change once and it updates in alls alerts that has the placeholder.

✅Remember! 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!