Approval Request - Email without fields content?
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
Answers
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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
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
-
Ok.
You can show the same information as the placeholders instead in the approval.
Make sense?
Would that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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Yes!
let me know if it works for you!
More info:
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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