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
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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
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