How to include comments in an automation e-mail body?
Hi there,
I've got an automation setup that includes comments in the e-mail that is generated from SS.
In the email response, all the fields minus attachments and comments show up. When you click the "Open Update Form" button, you can expand the comments. Is there a way to include them in the e-mail either innately or through a back-end way?
Answers
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Genevieve P. Employee AdminAs you've found, it's not currently possible to have all the historical comments for a specific row show in the initial email alert portion of workflows. You would need to either open up the Update Form or navigate to the row in the sheet in order to see all the comments associated with that row. (Please submit your feedback to our Product Team so they can hear from you,through this form here!)
Cheers,
Genevieve
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Jason Ryan ✭✭That is disappointing, it seems like a pretty basic feature. Thank you.
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=IF(AND([Average Score]@row>= 5, [Average Score]@row<= 9), \"Project\", IF(AND([Average Score]@row>= 10, [Average Score]@row<= 15), \"Program\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[]},{"discussionID":110985,"type":"question","name":"Dashboard Last Updated Date","excerpt":"I would like to display the last time the dashboard was updated. My approach was adding a date field in the summary data that automatically pulls the last saved date of the sheet. I don't think I can do a formula in the date field type. Any other suggestions?","snippet":"I would like to display the last time the dashboard was updated. My approach was adding a date field in the summary data that automatically pulls the last saved date of the sheet.…","categoryID":322,"dateInserted":"2023-09-29T12:56:38+00:00","dateUpdated":"2023-09-29T23:58:27+00:00","dateLastComment":"2023-09-29T16:19:19+00:00","insertUserID":167704,"insertUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":166028,"lastUserID":167704,"lastUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3391997757,"url":"https:\/\/community.smartsheet.com\/discussion\/110985\/dashboard-last-updated-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110985\/dashboard-last-updated-date","format":"Rich","tagIDs":[292,335],"lastPost":{"discussionID":110985,"commentID":397701,"name":"Re: Dashboard Last Updated Date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397701#Comment_397701","dateInserted":"2023-09-29T16:19:19+00:00","insertUserID":167704,"insertUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-29T15:39:37+00:00","dateAnswered":"2023-09-29T14:10:25+00:00","acceptedAnswers":[{"commentID":397662,"body":"
One approach is as follows.<\/p>
- Create a helper column. Name it \"Modified\", and select \"Modified Date\" as the column type. You can optionally hide this column.<\/li>
- Create a Sheet Summary field. Name is \"Last Updated\", and select \"Date\" as the column type.<\/li>
- Type the following formula into the \"Last Updated\" Sheet Summary field: =MAX(Modified:Modified)<\/li><\/ol>
Hope that helps! I just tested it before recommending, and it worked like a charm! :)<\/p>
BRgds,<\/p>
-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":292,"urlcode":"dashboards","name":"Dashboards"},{"tagID":335,"urlcode":"sheet-summary","name":"Sheet Summary"}]},{"discussionID":110981,"type":"question","name":"Counting yes and yes w\/notes","excerpt":"Hello, I am having trouble counting using the COUNTIFS formula to yes's and another category called \"Yes w\/notes\". Here is the current formula that I have: • =COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, @cell = \"Yes\") \/ COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is…","snippet":"Hello, I am having trouble counting using the COUNTIFS formula to yes's and another category called \"Yes w\/notes\". Here is the current formula that I have: • =COUNTIFS([Are all…","categoryID":322,"dateInserted":"2023-09-29T12:04:09+00:00","dateUpdated":null,"dateLastComment":"2023-09-29T16:34:36+00:00","insertUserID":148583,"insertUser":{"userID":148583,"name":"ksandoval","url":"https:\/\/community.smartsheet.com\/profile\/ksandoval","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T16:57:40+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":"2023-10-01T02:30:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3391996125,"url":"https:\/\/community.smartsheet.com\/discussion\/110981\/counting-yes-and-yes-w-notes","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110981\/counting-yes-and-yes-w-notes","format":"Rich","lastPost":{"discussionID":110981,"commentID":397702,"name":"Re: Counting yes and yes w\/notes","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397702#Comment_397702","dateInserted":"2023-09-29T16:34:36+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":"2023-10-01T02:30:17+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-29T13:48:27+00:00","dateAnswered":"2023-09-29T13:35:30+00:00","acceptedAnswers":[{"commentID":397634,"body":"
Try this:<\/p>
=COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, OR(@cell = \"Yes\", @cell = \"Yes w\/Notes\")) \/ COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, @cell <> \"n\/a\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
