Hi,
Hoping someone can shine a light on how update request notifications work. I have a list of projects in a sheet which I would like the owners to provide weekly updates for; some have multiple owners, other tasks have only one owner. I've set-up a few automations to test the different messages owners would receive but I can't figure out the pattern based on how I setup the automations.
I've noticed that the email an owner receives can either be a single email, with the fields I've selected to be displayed in the email, for all that owner's tasks or it can be one email for each task, but I can't work out what the required setup is to get each of these outcomes.
The benefit of having a single email is people don't get spammed with multiple update requests, but the big drawback is that the owner has to submit all updates at the same time, since the update form that opens from the update request email doesn't have a submit button for each task, just one at the end of the final task (as you page left and right between the tasks to provide an update). The challenge here of course is that the owner may have updates to submit at different times in the week and not all at once.
While the individual email per task is preferred because of this I want to give the owners the option, but, as I say, can't figure out how to configure two automations, one that sends a single email with all a person's projects and one that sends one email per project.
I've set one up like this:
and I assumed the {{project}} would lead to one email per project but it doesn't seem to.