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radix

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

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

Thanks so much Andrée!

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