Project/Sheet Name in subject of Alerts/Request/Reminder
Hi everyone,
I have a team managing several projects (80+) at a time. I have setup alerts, reminders etc for each project.
So the same people will get alerts for different projects.
How do I incorporate the project name (which is the sheet name) in the subject of those alerts so it is easy for the team member to know for which project he/she is receiving the mail?
Manually setting it up for each project is not possible.
Thank you.
Answers
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Hi Abhiraj,
If you have not set a customized subject line, the subject for an alert that is immediately triggered when a change is made will be "Changes to Sheet Name." The sheet name will also be included in the body of the alert, at the top of the email with a link to the sheet that it is referencing.
If you have set up a customized subject line, you will need to include the sheet name manually to each alert/workflow.
Should this be different than what you're experiencing, it would be helpful to see an example screen capture of the types of workflows you have set up, along with a capture of your sheet (but block out any sensitive data).
Thanks!
Genevieve
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Thank Genevieve.
I added a helper column with client name and used {{ }} to include it. It has solved my issue.
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Glad to hear it! Thanks for letting us know about your solution 🙂
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I would like to raise this as an enhancement request. It would be very useful to be able to recall the sheet name using the {{FIELD}} function, without adding a column to the sheet. As in Abhiraj's situation, I too have dozens of projects occurring simultaneously, and this context is useful to the actors in update requests.
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Great idea! That would be a great addition to Smartsheet features.
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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