Automation Verification

Hi! Is there a way to view which row in the Smartsheet received the automated email set up in a workflow? We would like to keep proof that the student in the row received the automated email. Thanks for your help!


  • Sarah Donnelly
    Sarah Donnelly ✭✭✭✭✭

    We did the following for our student award recipients. Would this help you?

    Add a column to the sheet to hold the date. (XXXrequest sent)

    At the bottom of the automation workflow (after the email message) click the (+) sign and select add an action.

    Choose Record a Date from the list of possible actions and select the column name where you are holding the date. The workflow will then record the date it ran on that row of the sheet.

    The bottom of the workflow would looks something like:

  • Kavs
    Kavs ✭✭✭✭

    That helps, appreciate your feedback!!! Thank you so much!