Using text building blocks within automation and update requests

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Jörg Schmidt1
Jörg Schmidt1 ✭✭✭✭
edited 08/05/22 in Smartsheet Basics

Hi,

I have built a sheet for lead management.

Now, I think about building another sheet where I put text building blocks with corresponding numbers inside that I can use within the automation process f.e. update requests.

text 1 = good morning

text 2 = thank you for your request

text 5 = please find attached ...

text 3 = kind regards

Preferably, I would like to set automation processes where I can say:

1) if there is a startup asking for a whitepaper or e-book Smartsheet sends text 1, 2, 3

2) if there is a private person asking for an offer - Smartsheet sends text 1,5,3

and so on.

Do you think this is somehow convertible ?

Best Answer

  • Paul McGuinness
    Paul McGuinness ✭✭✭✭✭✭
    Answer ✓
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    Hi @Jörg Schmidt1

    This is definitely possible, if you only have a few outcomes you can use a formula to create the response in a cell that you can pull into a notification message.

    This formula based on your example gives the above results.

    =IF(AND(Enquirer@row = "Start up", Request@row = "whitepaper or e-book"), "Good Morning" + CHAR(10) + "Thank you for your request" + CHAR(10) + "Please find attached", IF(AND(Enquirer@row = "Private person", Request@row = "offer"), "Good Morning" + CHAR(10) + "Kind regards" + CHAR(10) + "Please find attached"))

    Hope this helps

    Thanks

    Paul

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Jörg Schmidt1

    I hope you're well and safe!

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Paul McGuinness
    Paul McGuinness ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Jörg Schmidt1

    This is definitely possible, if you only have a few outcomes you can use a formula to create the response in a cell that you can pull into a notification message.

    This formula based on your example gives the above results.

    =IF(AND(Enquirer@row = "Start up", Request@row = "whitepaper or e-book"), "Good Morning" + CHAR(10) + "Thank you for your request" + CHAR(10) + "Please find attached", IF(AND(Enquirer@row = "Private person", Request@row = "offer"), "Good Morning" + CHAR(10) + "Kind regards" + CHAR(10) + "Please find attached"))

    Hope this helps

    Thanks

    Paul