For documentation purposes, I need to Cc myself on all automated alerts that are sent to a vendor to notify the vendor that a warranty claim has been assigned to them. I set up a workflow that sends an alert to each contact that is included in the "Vendor(s)" column, but I have no way of documenting the fact that the vendor received the notification because I'm not Cc'd on the alert email that is sent to the vendor.
I have tried including a "Created By" column that auto populates my email address into each row and sends me the automated alert email at the same time that it sends it to the vendors, however, that doesn't do what I need it to because I need to be on the same email string the vendor is on for documentation purposes.
Basically, I would like to be included on the same email that is sent to the vendor so I can make sure they received the email alert and document that vendor notification.
Is there a workaround that would make this doable? Thanks for your time and help!
in your workflow you have a box where you pick the column that contains the names to send the alert to each individual. All you need to do is make another box below, and use the dropdown to select send to individual, and type your name in the box that pops up below. You shouldn't need any extra columns or anything
Thank you for the response,@L@123. However, I don't know or understand what you mean by "make another box below...and type your name". Can you elaborate? Thanks again.
I have tried that but I'd like to be Cc'd on the same email that is sent to the contact that is in the cell. That way when I archive the claim someone else can see that the contact (vendor), was notified on such and such date.
how are you adding rows to the sheet? you could add a helper column (contact type) and then reference that column as a secondary reference in the same workflow. You could even automate it filling your name out by putting your name in the first cell then making an absolute reference to that cell in the rest (this is mostly if the sheet is being populated by forms) See below
I'm adding rows via form. I have done that (add helper column - contact type - and referenced it in the same workflow). However, this solution doesn't Cc me or include me on the same email that's sent to the vendor. This solution sends separate emails to both the the vendor and me. I'm needing to be included on the same email that is sent to the vendor.
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Not being on the same email thread makes it harder for recipients to know whether other recipients also received the notification, and makes it harder to know whether anyone else followed up on the thread if necessary.
I've submitted an Enhancement Request for this feature.
Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>
L_123 ✭✭✭✭✭✭
Andrée Starå ✭✭✭✭✭✭
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