{{评论}}作为一个领域的自动售货机ed emails

I would like to send automated emails to certain people when a comment is added. I do NOT want the link to the master sheet to be included in that email. I would like to set up an automation that is "message only" with the {{fields}} of my choice. I need the comments fields to be included as a field in this email.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Meredith Luschen

    Everything would work except adding the comment. You'd need to add the comment to a column manually or possibly through a 3rd party service like Zapier.

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

  • Meredith Luschen
    Meredith Luschen ✭✭✭✭

    Thanks for the suggestion. I've tried using Zapier to send an email with the comments embedded in the email but unfortunately Zapier is not recognizing the unique identifier field or the record created by email. It is only recognizing the comment created by email address.

    I really need the comments to be sent embedded in the email OR the ability to remove the link to the master sheet in an email that would also include the comments field

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Meredith Luschen

    Happy to help!

    I'll get back to you if I think of something else.

    Remember!Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

How exactly is your Data Shuttle set up? If it is set to replace everything in the sheet when it runs, it is deleting the cell being referenced by the widget and then putting new data in new cells.<\/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":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":108213,"type":"question","name":"How to spread costs evenly across months, if they fall within those dates","excerpt":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various functions already, IF, AND, and it says Unpearsable. I'd like to spread out the costs in the Cost column to the months on the right, based on the start…","snippet":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various…","categoryID":321,"dateInserted":"2023-07-27T19:03:42+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164209,"lastUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":14,"countViews":67,"score":null,"hot":3381071762,"url":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","format":"Rich","lastPost":{"discussionID":108213,"commentID":387925,"name":"Re: How to spread costs evenly across months, if they fall within those dates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387925#Comment_387925","dateInserted":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/IBAVVE3YLO8D\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T09:38:32+00:00","dateAnswered":"2023-07-27T19:21:12+00:00","acceptedAnswers":[{"commentID":387646,"body":"

You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>

=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"

Lets try a different approach.<\/p>

=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/72410/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/72410/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p>


<\/p>

Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"

@AshwiniBiotech2023<\/a> Check out my last comment.<\/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":108239,"type":"question","name":"Is an automated export of a Smartsheet to an Excel file possible?","excerpt":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…","snippet":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an…","categoryID":321,"dateInserted":"2023-07-28T02:36:12+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T06:42:13+00:00","insertUserID":164243,"insertUser":{"userID":164243,"name":"Candace G","title":"Senior Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Candace%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T06:50:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137040,"lastUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-28T23:47:43+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"score":null,"hot":3381040105,"url":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","format":"Rich","tagIDs":[268,334,440,445,510],"lastPost":{"discussionID":108239,"commentID":387741,"name":"Re: Is an automated export of a Smartsheet to an Excel file possible?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387741#Comment_387741","dateInserted":"2023-07-28T06:42:13+00:00","insertUserID":137040,"insertUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-28T23:47:43+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":"2023-07-28T06:32:42+00:00","dateAnswered":"2023-07-28T05:49:42+00:00","acceptedAnswers":[{"commentID":387737,"body":"

Hi Candace,<\/p>

The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>

Hope this works for you.<\/p>

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<\/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":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"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":4892,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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