Including Row Comments in a Message Only Alert Someone Notification

Jake Gustafson
Jake Gustafson ✭✭✭✭✭✭

I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has completed. In my message only notification, I have the dynamic field values added in the e-mail body.

For example:

  • Request ID: {{Request ID}}
  • Status: {{Status}}

One thing I'd like to be able to do is include Comments for that row. I don't know if that's an option today to do something like [Comments] or {{Comments}}. My thought is that the user responding to the request may have additional information to share with the user through Comments that will then also be associated to the row record, but then can also be included in the communication to the user.

Obvious workaround may be to add a new field for the responder to add comments/notes that can then be relayed to the Requestor. Seeing what is available though.

Thanks in advance Community.

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Jake Gustafson

    The conversations tab in a sheet cannot currently be used as dynamic content in a Workflow with placeholders. Placeholders need to reference a specific column name in the grid of your sheet, so your suggestion of having a field/column for comments is what I would do in this scenario.

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Jake Gustafson

    The conversations tab in a sheet cannot currently be used as dynamic content in a Workflow with placeholders. Placeholders need to reference a specific column name in the grid of your sheet, so your suggestion of having a field/column for comments is what I would do in this scenario.

    Cheers,

    Genevieve