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Formatting automated email notifications
Comments
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Did not see an answer to this but yes you can customize the subject line and body. {{column name}} will put the content in the subject line and you can customize an email doing the same thing.
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DeLeah Vogt ✭✭✭I would also like to see the ability to format the font in the body of the email to make it stand out from the rest of the email. The eye tends to go to the sheet title, which is in a much larger font. Therefore, the message at the top is often times overlooked by the reader of the email. See attached for an example.
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Robert edge ✭✭✭✭✭✭Hi Shaine,
Where can you go to vote for improvements?
Thank you!
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latsyrcg3 ✭✭✭
Any update on this? I need to customize what is sent out when someone is mentioned in a comment. I have a long task list and most users have it filtered to their tasks only, but a comment could be generated for another person's task. The email shows the sheet name and row number. It would be helpful if I could specify the task description so people understood what the comment was in relation to. It would also help if I could include the Task ID so they could locate the task.
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Is there a recommendation on what 3rd party app to use for formatting these messages?
Could a different option be a workflow action that makes a web API request so we can create our custom email format? It would be more efficient for me to setup an endpoint at which the workflow sends the data along, as opposed to making API calls to Smartsheet every minute to parse data in the sheet.Thanks for reading!
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Hi, Anyone knows how to remove the row ID in the email, ie. Row 13 in this attachment?
Please advise.
Thanks
Categories
You should be able to use something like this: =SUMIF({Employee Name}, Name@row, {Sum of Name})<\/p><\/div><\/div>
You would need to create one formula per data point but then drag it down for each employee.<\/p>
{Employee Name} = the column of employee names from the data sheet<\/p>
Name@row = this is the column in the target sheet that has the employee name being referenced, use your column name here<\/p>
{Sum of Name} = the range of the data point you want summed from the data sheet **This will change with each data point, name could be anything (Sum of xxx)<\/p>
<\/p>
Hope this helps,<\/p>
Dave<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-28 00:04:39","updateUser":{"userID":147546,"name":"Nick Amsler","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Amsler","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-01-28T00:04:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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"}]},{"discussionID":100313,"type":"question","name":"Sum(Children()) and Sum(row:row) not totaling correctly","excerpt":"I created a sheet to itemize costs on furniture orders. I used a hierarchy so I could just use =sum(children()) to see the total costs of each project. While the first project totaled correctly, the second is coming up with an additional $2919.36. First I went back to ensure all of the figures are correct, and they are. I…","categoryID":322,"dateInserted":"2023-01-27T21:19:58+00:00","dateUpdated":null,"dateLastComment":"2023-01-27T22:14:51+00:00","insertUserID":157508,"insertUser":{"userID":157508,"name":"Michelle Simonson","url":"https:\/\/community.smartsheet.com\/profile\/Michelle%20Simonson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zKFrM9Yxz_o!pXcr6dILqro!pGdYCA9NAX9","dateLastActive":"2023-01-27T22:15:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-01-27T22:10:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":28,"score":null,"hot":3349715089,"url":"https:\/\/community.smartsheet.com\/discussion\/100313\/sum-children-and-sum-row-row-not-totaling-correctly","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100313\/sum-children-and-sum-row-row-not-totaling-correctly","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":100313,"commentID":359152,"name":"Re: Sum(Children()) and Sum(row:row) not totaling correctly","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/359152#Comment_359152","dateInserted":"2023-01-27T22:14:51+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-01-27T22:10:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/7JO6L97CVV2I\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-27T22:15:35+00:00","dateAnswered":"2023-01-27T21:59:42+00:00","acceptedAnswers":[{"commentID":359146,"body":"
Are you able to create a copy of the sheet, remove sensitive\/confidential data, publish it (temporarily) and then share the link here so we can get in and take a look?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-27 22:15:35","updateUser":{"userID":157508,"name":"Michelle Simonson","url":"https:\/\/community.smartsheet.com\/profile\/Michelle%20Simonson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zKFrM9Yxz_o!pXcr6dILqro!pGdYCA9NAX9","dateLastActive":"2023-01-27T22:15:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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"}]},{"discussionID":100279,"type":"question","name":"How can I look up a set of values in a column for a dashboard metric?","excerpt":"The end result: I want a metric on a dashboard to show rows of a sheet that meet certain criteria. Background: I have a sheet that has, among other things, a column that shows quantities of an item from a form (using the sheet as a survey response form). I want to find any rows that have a value of 10 or less, and show…","categoryID":322,"dateInserted":"2023-01-27T14:07:51+00:00","dateUpdated":null,"dateLastComment":"2023-01-27T21:17:23+00:00","insertUserID":157475,"insertUser":{"userID":157475,"name":"Loukas W","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Loukas%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-01-28T15:57:05+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-01-27T22:10:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":40,"score":null,"hot":3349684514,"url":"https:\/\/community.smartsheet.com\/discussion\/100279\/how-can-i-look-up-a-set-of-values-in-a-column-for-a-dashboard-metric","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100279\/how-can-i-look-up-a-set-of-values-in-a-column-for-a-dashboard-metric","format":"Rich","lastPost":{"discussionID":100279,"commentID":359123,"name":"Re: How can I look up a set of values in a column for a dashboard metric?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/359123#Comment_359123","dateInserted":"2023-01-27T21:17:23+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-01-27T22:10:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-27T19:49:55+00:00","dateAnswered":"2023-01-27T14:36:07+00:00","acceptedAnswers":[{"commentID":359054,"body":"
I would suggest creating a report and then displaying the report on the dashboard.<\/p>"},{"commentID":359110,"body":"
That worked, thank you!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-27 19:49:48","updateUser":{"userID":157475,"name":"Loukas W","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Loukas%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-01-28T15:57:05+00:00","banned":0,"punished":0,"private":true,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
