How to include specific cell data in an automated email?
I've set up an automated workflow to send an email to our team when specific cells have changed (a contract's name & billing code are entered in separate cells). These cells are on different rows. I'd like the email to include a message like "Please use billing code {{Contract's Billing Code}} for work associated with {{Contract Name}}." Is there a way to do this? Thanks!
Best Answer
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Happy to help!
It depends on your structure if it would work, but you could reference what you need on one row if you only need to include it on that one row.
Make sense?
Would that work/help?
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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
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Here is a snip.
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Hi @Kaplan123_
I hope you're well and safe!
Unfortunately, it's not possible now to reference different rows, but it's an excellent idea!
Here's a possible workaround or workarounds
- Add so-called fields in the Sheet Summary section and reference the values you want to include, and then create helper columns that reference the Sheet Summary Fields and make them Column Formulas so you can have them in the Workflow.
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, Awesome, 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.
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Thank you, Andree. Is it possible to reference just one cell (ie the billing code)?
I appreciate the possible workaround, but given I need to do this for multiple sheets, it may make things more complicated than necessary for this particular task. I will keep it in mind though!
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Happy to help!
It depends on your structure if it would work, but you could reference what you need on one row if you only need to include it on that one row.
Make sense?
Would that work/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/Awesome 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.
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OK, thank you.
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