Automation Workflow - Exclude Hidden Fields

Rick Moerloos · 10/06/20

I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc.

I set up an Automation Workflow to send an update via email when rows are added or changed.

The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.

How do I exclude hidden columns from Automation Wrokflow email notifications?

Rick Moerloos · 10/06/20

https://community.smartsheet.com/discussion/comment/265021#Comment_265021

Thanks. I don't see the Advanced options in my view, but poking around I found this is clickable:

Screen Shot 2020-10-06 at 11.15.46 AM.png

That allows you to specify which fields to include.

M Underbrink · 10/06/20

Hey @Rick Moerloos !

Check out this article.

Screenshot of area you are looking for:

Hope that helps!

Rick Moerloos · 10/06/20

https://community.smartsheet.com/discussion/comment/265021#Comment_265021

Thanks. I don't see the Advanced options in my view, but poking around I found this is clickable:

That allows you to specify which fields to include.

M Underbrink · 10/06/20

Hey Rick - you are right, you can't customize this quite yet. I believe they announced this at Engage this year, or at least the ability to not send the whole row, not sure if you can customize it to specific fields or not. You might be able to change the type of alert to an update request, and have the columns locked that you don't want them to edit. Simply Customize the message of the update request. Not sure if that's going to work for your process or not, but it may be a reasonable workaround.

Rick Moerloos · 10/07/20

Thanks for the help, @M Underbrink ! In the screenshot I posted, if you click the text, "Message includes links to sheet and all fields", you can customize the fields included in the message.

Automation Workflow - Exclude Hidden Fields

Best Answer

Answers

Categories