Workflow email content based on conditions/critieria
Hi All
I'm very very new to SS (just got a license today) and I've been included in a team to improve the notification process to our wider audience with key information to help them complete actions quicker with minimum
TLDR!
Is it possible to take the column header and add the text to the output notification (email) if a condition is met i.e. if Did you walk the dog? = NO, then include "Did you walk the dog?" in the body of the email and then any other subsequent incomplete questions would also be added
I have a template already, just want to add that real key information into the middle of it so they know exactly what to do rather than go back to the source file and search for incomplete actions
Thanks for any and all help/support/guidance :)
Dan
Answers
-
I hope you're well and safe!
Welcome to the Community and the wonderful world of Smartsheet!
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
- Reference the columns in the Sheet Summary section and then reference them in so-called helper columns that you'd in turn use with the Placeholder feature.
More info:
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!