Personalize Feedback From clients

Hi, I am using a smartsheet module to book appointments for my clients to make some medical visits and I send them via mail the booking reservation after they compile an appropriate module I build. I have two questions:

1) Is it possible to use formatting option (color, bold, ...) in the message sent via the automation process?

2) I would like them to confirm to me the reservation by updating the line but I DO NOT WANT them to have the opportunity to "Send me a copy of the answers" (see image)

of the updated line because I do not want them to receive the sheet summary (See image) .

Is there a way to hide the question "sendme a copy..." ?

Thanks so much

Alex

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @radix

    I hope you're well and safe!

    Unfortunately, it's not possible now to do either, but both are excellent ideas!

    Please submit an Enhancement Request when you have a moment.


    Please see my comments/answers below your questions.

    1) Is it possible to use formatting option (color, bold, ...) in the message sent via the automation process?

    Unfortunately, it's not.

    2) I would like them to confirm to me the reservation by updating the line but I DO NOT WANT them to have the opportunity to "Send me a copy of the answers" (see image)

    You could use the Approval Request feature instead (I don't think that checkbox is included)


    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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  • radix
    radix ✭✭✭

    Thanks so much Andrée!

    The Approval Request process was a great idea but... sadly the bastard checkbox is still there!!! ;O)))