Is there a way to show only the specific fields that have been checked in automation messages?

David MacKay

I currently have a Form set up that provides options when onboarding a new employee. There are recommended and optional options for each selection, because of this I end up with "duplicate" columns which make the Form look and function amazingly.

The issue I'm having is that I would like only the checked (☑) selections in the yellow fields would be shown in the "New Hire Needs..." email. Is there a way to do that without creating an automation and sending a message for each individual checked field?

I have 10-20 checked options per new hire. That's a lot of emails.

David MacKay

Or in other words, since Call Center (checked) is actually checked (☑), can the other 3 fields be hidden even though I added them in the "Links to sheet and specific fields" option? Only show these specific fields IF they are checked kind of thing.

Andrée Starå

Hi @David MacKay

I hope you're well and safe!

Unfortunately, it's not possible to hide specific fields automatically, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Add multiple Alerts for the different scenarios
• Use the Placeholder feature instead and make it Dynamic from the sheet (only include the fields that are checked)

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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David MacKay

I've tried a couple of variations where in the example below I had it set with 16 automations to show each option as an output, but I have way more than just those 4, so that's too much. I have also been tasked with sending as minimal emails as possible, so a list is better than multiple individual emails, which is so much cleaner and easier to manage as multiple tasks.

Now as far as the placeholder though, wouldn't that have a similar output as the highlighted email up above?

Call Center (checked) {{Call Center (checked)}}

Call Center (unchecked) {{Call Center (unchecked)}}

Locker (checked) {{Locker (checked)}}

Locker (unchecked) {{Locker (unchecked)}}

Andrée Starå

@David MacKay

No, we could have the different options set in the sheet only to show those with any value populated.

Make sense?

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David MacKay

@Andrée Starå Kind of, but I'm not sure I know how. Can you show me an example of what you mean? I think what you are saying is the exact solution I am looking for.