Cell reference in a notification subject line
去od afternoon,
I have a notification action set to send a notification note any time a specific cell is updated. Currently the action seems to allow me to set a standard subject line response something like "Changes to SHEETNAME: Notification". What I would like to do is have the subject line pick up a specific cell so that client can tell from the subject line what the update is referring to. This is important as I have multiple lines from clients and I want to be able to let them see which one this is before they open the email.
Comments
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Mike Wilday ✭✭✭✭✭✭
I don't think this is possible. But IF you set up your notification around specific rules you could compose your Email Subject line to highlight the field that is triggering the notification.
To edit the subject and email message view the attached screenshot. From within the Notification Settings choose "Delivery Settings" to set a custom Subject and Message.
We use this when a specific task is marked complete, it fires a message based on the task being complete, and include only specific columns with the pertinent information.
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Mike Wilday ✭✭✭✭✭✭
Also, under the delivery settings, under Include, you can choose which cells to send in the notification. So you can send only the changed cell, or any data you want.
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This functionality would be really useful for integration to CRM systems that only accept inbound emails and use an ID in the subject line.
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HaubFather ✭✭
Bump. I also would like to see this feature.
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BobPope ✭
as would I
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Rebexx ✭
I want this too! Otherwise gmail makes all these forms into a long string of requests.
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AverageUser ✭✭
I haven't quite figured out how it works... but I have a few notifications that are putting the "Primary Column" value into the subject line automatically.
To reproduce:
Determine which column is your Primary Column. By default, it is the first column in your sheet.
Create a Notification andDO NOT CHANGE THE "RULE NAME" OR "SUBJECT".If you change the default Rule Name or Subject values at all, it doesn't seem to work.
By default, it will include whatever is in the "Primary Column" after the colon in the default Subject.
Still tinkering to see how I can modify it a bit to get what I want.
I've attached images as examples.
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Nick Burrus ✭✭✭✭✭✭
I would like t obe able to reference [Primary Column] in the title. I have something called Active or Inactive. When a change is made to the activity column I want an email that'd say:
"[Primary Column] is active!"
Dr. St Nicholas Burrus DHA, PMP
I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.
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Andrée Starå ✭✭✭✭✭✭
Hi,
You can do that today with the Alerts & Actions and placeholder text.
Alerts & Actions > Alert Someone... > Specify a change (Optional) > Choose the Activity column and select any value > choose who should receive the alert > Customize the message to:
{{Primary Column Name}} is {{Activity Column}}
This will show as: Primary column row text is Activity column row text.
More info:https://help.smartsheet.com/articles/2477796
I hope this helps you!
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Nick Burrus ✭✭✭✭✭✭
awesome! This wasn't on the alerts help page as an option I love it!
Dr. St Nicholas Burrus DHA, PMP
I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.
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Andrée Starå ✭✭✭✭✭✭
Great!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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BRoy ✭✭
Hello Andrée
Do you know if we can refer to a specific cell instead of columns?
Best,
Billy
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Andrée Starå ✭✭✭✭✭✭
Hi Billy,
Unfortunately, it's not possible at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
A possible workaround could be to have the specific cell-linked to the row(s) and then refer to that column.
Would that work?
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Hi, If I require to send the value of a cell which is the parent cell, is there something like {{parent, Client Name}}? Client Name is a column name.
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Andrée Starå ✭✭✭✭✭✭
Hi,
Sometimes when is set up client solutions, I set up extra helper columns that have the values needed on every row, and then we can reference that value in the Automation.
Would that work?
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Categories
I hope you're well and safe!<\/p>
There's a known issue at the moment.<\/p>
I'll get back to the post if I can find the thread.<\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic weekend!<\/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":108880,"type":"question","name":"Recover a Row that was accidentally moved then deleted","excerpt":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet 1 had been moved. Apparently one can not simply use the \"undo action\" arrow after moving something--the option is grayed out as in not…","snippet":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet…","categoryID":321,"dateInserted":"2023-08-11T22:27:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165013,"lastUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":32,"score":null,"hot":3383611238,"url":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","format":"Rich","lastPost":{"discussionID":108880,"commentID":390348,"name":"Re: Recover a Row that was accidentally moved then deleted","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390348#Comment_390348","dateInserted":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+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":"2023-08-12T03:46:02+00:00","dateAnswered":"2023-08-11T23:45:38+00:00","acceptedAnswers":[{"commentID":390342,"body":"