How do I add comments in automated email alerts?

Hi all,

I've been working with my sheet on sending automated emails to contacts within the sheet and can add specific parameters for what is in a cell. However, I can't figure out how I can display the comments in the email without having a link to the form. The reason I don't want a link to the form is because these emails are being sent externally.

Any help would be appreciated.

Thanks

Best Answer

Answers

  • Aravind GP
    Aravind GP ✭✭✭

    Hi,


    I believe you are referring to the Sheet link which goes on each automated email. You can set up alert workflow instead of Update Request to not send the update form link. However, the downside is that there is no option for a user, that is not shared to the sheet and without a valid Smartsheet account, to add his/her comments on it.

    If the intention is to just alert someone about changes in comments, the alert workflow will do that with comments shown as well. Do note that there is no option currently, to not have the link to the underlying sheet (even though the user will not be able to access it unless you've shared it with them)

    Thanks,

    Aravind

    Thanks,

    Aravind

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  • MHuggs
    MHuggs
    edited 11/17/20

    Hi Aravind,

    I'm not trying to get the link to the sheet. I'm trying to include comments (that is not a field within the sheet) added to the body of the customized message when an email is sent. I have this so only the message is shown.

    I can get certain cells to appear, for example {{Issue Reference}}, but I can't find a way to add comments into this customized message.

    Thanks

  • Hi @Andrée Starå,

    Is there an automatic way to copy the comments added to a row into the 'helper column' you've mentioned?

    Thanks

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @MHuggs

    I haven't had time to explore in more detail, but I think it would be possible to develop a solution using the 3rd party service, Zapier or similar.

    Is that an option?

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