Sending Line Item Information
Is there a way to send the information on a line item on a Smartsheet, along with notes and attachments, to someone else via email? What are the requirements necessary to be able to do that and are there different options available?
Answers
-
Hi @Adrian Ibarra ,
You can do this with automations. You need to be a licensed user to create automations and alerts.
Alternatively, you can @tag the person in a comment and that sends them a link to the specific row you are commenting on. https://help.smartsheet.com/learning-track/get-started/conversations
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.7K Get Help
- 371 Global Discussions
- 205 Industry Talk
- 436 Announcements
- 4.5K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 129 Community Job Board
- 448 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 282 Events
- 32 Webinars
- 7.3K Forum Archives