Automation - Change Linked Sheet
Hi All
Is it possible to change the linked sheet in the email that is received through the automation workflow?
Here is my challenge
// Automation - IF Status Change from GREEN to RED THEN notify individual and COPY ROW(s) to task sheet
Notification Email - Hi [Name] the following items have changed status, please review
//
The email includes the MASTER SHEET, however I would like to use the sheet that has the details copied to so as to make it easier for the recipients to see their actions rather than scroll through the data to find the rows and to preserve my main data sheet
Is it possible to direct them to the TASK SHEET (in this instance) or does the automatic email always go back to where the workflow is created?
Will I have to reverse engineer this so that the automation works from the TASK SHEET once any instances that meet said criteria (i.e. any new rows added from MASTER FILE) have been added?
Thanks
Dan
Best Answer
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Excellent!
You're more than welcome!
Glad to hear that you're safe and well. I am too.
✅Remember! 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
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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I hope you're well and safe!
You could add the link to the alert, and if you don't want to show the other sheet link, you could change it, so the type to, Message Only.
Make sense?
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.
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Hi Andree
Didn't even consider that possibility, thank you so much, I will give that a try
Yes I am safe and well thank you, I hope you and your are all well in the world
Thank again
Dan
-
Excellent!
You're more than welcome!
Glad to hear that you're safe and well. I am too.
✅Remember! 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.
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