Sending customized notification using "Send..."

Dear Community,


I'm building a database responsible for customer's inspections, combining internal flow (adding inspection points for project sheets, sending internal reminders about notif. date, changing statuses, etc.) as well as external flow - meaning sending official notifications for customers. I'd like to use smartsheet for it, but I would need to build customized template for email which will include some specific sentences in email.

On "Send..." we have only:

Is there any chance to provide template for all messages inside specific sheet ?


Thanks in advance,

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Tomasz,

    You can set up different templates in Automation - Workflows and combine that with placeholders to include dynamic information.

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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