Adding name to automated workflow message

I created a workflow that notifies an individual when his/her license is about to expire. There is a notification that goes out at 30 days that also notifies the individual's manager. The workflow runs fine, however, there is no way for the manager to tell which one of his/her staff the message was intended for AND in some cases if the manager is also licensed, that cannot tell if it was intended for them. :-(

Is there a way for me to add the name of the primary (intended) recipient to the body of the message so that it is more clear to the recipients?

As always thanks for your valuable assistance. I LOVE this forum!


Jacqui

Best Answer

  • KateP721
    KateP721 ✭✭✭
    Answer ✓

    In the subject and/or body of any notification, you can add data from the row itself using double-curly brackets and the column name. So this might mean your message looks something like this:

    The following individual's license expires in 30 days:

    {{Contact Name}} (where "contact name" is the name of your column with the person's name in it)

    This merges information from the row into the body of the email notification. See screenshot for alert notification - CUSTOMIZE MESSAGE, and the instructions embedded in Smartsheet that outline how to use this feature.

    2023-07-23在屏幕截图2.43.09 PM.png


Answers

  • KateP721
    KateP721 ✭✭✭
    Answer ✓

    In the subject and/or body of any notification, you can add data from the row itself using double-curly brackets and the column name. So this might mean your message looks something like this:

    The following individual's license expires in 30 days:

    {{Contact Name}} (where "contact name" is the name of your column with the person's name in it)

    This merges information from the row into the body of the email notification. See screenshot for alert notification - CUSTOMIZE MESSAGE, and the instructions embedded in Smartsheet that outline how to use this feature.

    2023-07-23在屏幕截图2.43.09 PM.png


  • Wonderful!!!

    Thanks for the quick response. Enjoy your day.

    Jacqui

@Kimberley O<\/a> <\/p>

An COUNTIFS Statement is what you are looking for.<\/p>

=COUNTIFS([Test passed?]:[Test passed?], =\"//www.santa-greenland.com/community/discussion/107953/\", [Check if customer cancelled or was no-show]:[Check if customer cancelled or was no-show], =1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109280,"type":"question","name":"What happened to the Solution Panel icon?","excerpt":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21. However, it's still not there and I can't find the thread to check on updates. When will that feature be available again?","snippet":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21.…","categoryID":321,"dateInserted":"2023-08-22T16:10:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T16:48:34+00:00","insertUserID":165485,"insertUser":{"userID":165485,"name":"Nikki R.","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nikki%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nzjWX6mhAKQ!iVdXotG08bw!7wqUQE6aMh9","dateLastActive":"2023-08-22T16:42:09+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-22T19:33:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3385445357,"url":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","format":"Rich","lastPost":{"discussionID":109280,"commentID":391904,"name":"Re: What happened to the Solution Panel icon?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391904#Comment_391904","dateInserted":"2023-08-22T16:48:34+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-22T19:33:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T16:42:20+00:00","dateAnswered":"2023-08-22T16:34:12+00:00","acceptedAnswers":[{"commentID":391895,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

They slowed down the rollout, but it's coming.<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109273,"type":"question","name":"If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","excerpt":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","snippet":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","categoryID":321,"dateInserted":"2023-08-22T15:32:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":165479,"lastUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":27,"score":null,"hot":3385438993,"url":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109273,"commentID":391859,"name":"Re: If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391859#Comment_391859","dateInserted":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/0RVDWZJTQ4LD\/smartsheet.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Smartsheet.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T15:50:00+00:00","dateAnswered":"2023-08-22T15:48:37+00:00","acceptedAnswers":[{"commentID":391857,"body":"

I think this will do what you are looking for:<\/p>

=IF(ISDATE([ASSMT DATE]@row), IF(ISDATE([AUTH'D DATE]@row), [AUTH'D DATE]@row - [ASSMT DATE]@row, \"Incomplete\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4972,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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