Dynamically Insert Project Name into notification/alert?

Lino C.

Does anyone know if there is a way to enter the Project Title (sheet name) into a notification? I want to send an alert out when someone has been assigned to a task, but I cannot find a way to include the project title without hard-coding it into the message. I currently include the step (task name), due date, and the Assigned-to.

Thanks

Andrée Starå

Hi @Lino C.

I hope you're well and safe!

You could add a so-called helper column and combine it with the Sheet Summary and the Placeholder feature. Add a field in the Sheet Summary to add the Project Name and then reference it in the helper column and make it a column formula. You'd then use the Placeholder feature to include it in the Workflow.

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

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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Andrée Starå

Hi @Lino C.

I hope you're well and safe!

You could add a so-called helper column and combine it with the Sheet Summary and the Placeholder feature. Add a field in the Sheet Summary to add the Project Name and then reference it in the helper column and make it a column formula. You'd then use the Placeholder feature to include it in the Workflow.

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Lino C.

Thank you. I will try that.

Andrée Starå

@Lino C.

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

marcelle_cpt

@Andrée Starå

Hi, I am hoping you can help, why is it that as soon as I include {{Column name}} in my message header, the option for daily / weekly notification is no longer allowed, as soon as I remove reference to {{column name}} it is able to run daily/weekly?

Kind regards,

Marcelle