Dynamically Insert Project Name into notification/alert?
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
Best Answer
-
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:
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
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:
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thank you. I will try that.
-
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
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
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives