When I Send an Update Request, Can I Automatically Include Row Info in the Email?

Ron B. · 07/14/20

Hello,

In a sheet, when I click on Send Update Request for a row, the email which is automatically generated is often vague. Is there a way to automatically display Project Name (for example) in the Subject or Message portion of email?

I know I can create a form and automatically pull in Project Name (for example), but can this be done with a Smartsheet (i.e. not created by a user) function such as Send Update Request?

Thank you,

Ron

Andrée Starå · 07/14/20

@RonPB

Happy to help!

Yes, that's true. You can only change it in the Automated Workflows.

More info:

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

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Andrée Starå · 07/14/20

Hi @RonPB

You could use an automated update request workflow and combine it with placeholders.

You could trigger it with a so-called helper (checkbox) column.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Ron B. · 07/14/20

Thank you , Andrée.

I think that might work for us.

Just to confirm, I can't change the email template generated by Send Update Request, true? ...I can create my own workflow and use placeholders, etc.

Andrée Starå · 07/14/20