Is there a way to Cc myself on all automated alerts that are sent to contacts in a specific column?

08/07/20
Answered - Pending Review

For documentation purposes, I need to Cc myself on all automated alerts that are sent to a vendor to notify the vendor that a warranty claim has been assigned to them. I set up a workflow that sends an alert to each contact that is included in the "Vendor(s)" column, but I have no way of documenting the fact that the vendor received the notification because I'm not Cc'd on the alert email that is sent to the vendor.

I have tried including a "Created By" column that auto populates my email address into each row and sends me the automated alert email at the same time that it sends it to the vendors, however, that doesn't do what I need it to because I need to be on the same email string the vendor is on for documentation purposes.

Basically, I would like to be included on the same email that is sent to the vendor so I can make sure they received the email alert and document that vendor notification.

Is there a workaround that would make this doable? Thanks for your time and help!

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Answers

  • L@123[email protected] ✭✭✭✭✭

    in your workflow you have a box where you pick the column that contains the names to send the alert to each individual. All you need to do is make another box below, and use the dropdown to select send to individual, and type your name in the box that pops up below. You shouldn't need any extra columns or anything

  • Thank you for the response, @[email protected]. However, I don't know or understand what you mean by "make another box below...and type your name". Can you elaborate? Thanks again.

  • L@123[email protected] ✭✭✭✭✭


    Put your name where it says "Add a name or email". Basically add another alert to the system after the already existing alert

  • ShelbyShelby
    edited 08/07/20

    @[email protected] ⇈ "I told them to do the thing" ⇈ 😆


    I have tried that but I'd like to be Cc'd on the same email that is sent to the contact that is in the cell. That way when I archive the claim someone else can see that the contact (vendor), was notified on such and such date.

  • L@123[email protected] ✭✭✭✭✭
    edited 08/07/20

    how are you adding rows to the sheet? you could add a helper column (contact type) and then reference that column as a secondary reference in the same workflow. You could even automate it filling your name out by putting your name in the first cell then making an absolute reference to that cell in the rest (this is mostly if the sheet is being populated by forms) See below

    formula would be

    =[ItsaMe!]$1

    Then just drag it down to all activated rows.

  • ShelbyShelby
    edited 08/10/20

    I'm adding rows via form. I have done that (add helper column - contact type - and referenced it in the same workflow). However, this solution doesn't Cc me or include me on the same email that's sent to the vendor. This solution sends separate emails to both the the vendor and me. I'm needing to be included on the same email that is sent to the vendor.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Shelby

    Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or 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!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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