Alert Someone Automation - Reference Contact In Summary Field

06/28/21
Answered - Pending Review

When configuring an Alert Someone workflow and selecting "send to contacts in a cell", is it possible to reference a contact in a Sheet Summary field for the sheet? The drop down selection only shows contacts columns within the body of the sheet.


Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Randy Willey

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • You can add a so-called helper column that references the Sheet Summary field and then reference the column in the Alert.

    Would that work/help?

    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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