Workflow - Update Request

wmickey
wmickey
edited 08/19/22 in Smartsheet Basics

I'd like to have a Update request type workflow but want it to send 1 email per row of data in the SmartSheet! I have it set for the workflow to trigger when a reminder date happens at a specific time. (vs the summary email you get) Is that possible?

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭

    @wmickey

    That depends on how many rows the workflow is finding to send update requests for each time it runs.

    If it's fewer than 7 rows, you can force Smartsheet to send the update requests individually by adding custom text to the email message using row data. This is done by adding a column name from the sheet to the custom email message in the workflow, inside double curly brackets (ex. {{Ticket Number}} ).

    If it's 7 rows or more, Smartsheet groups them into a single request/email no matter what. There's no getting around that

    Regards,

    Jeff Reisman

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