Dynamic View Comments notifications for DV users without sheet access

Jen McFarland · 04/21/21

Hi Everyone - i know this has been asked before but having trouble finding out if/when this might be fixed and i couldn't respond to the thread to ask...

We are trialling Dynamic View and have set up some profiles or "view" with comments enabled. We've found out you can tag someone in the comments in DV (although it doesn't auto-fill the contact like in the sheet) who is shared to the sheet and they will receive a notification but it will direct them to the sheet rather than DV. Someone who is not shared to the sheet will not receive a notification, but can still reply in DV - is there a fix in progress to look into sending a notification to non shared person with a link to DV?

We want to enable non sheet users to be able to have a both way conversation in the comments but also be notified and direct them to their DV to be able to reply. It seems a bit pointless if they have to go in and manually check for responses.

TIA

Genevieve P. · 04/23/21

Hi@Jenny McFarland

What about setting up a notification (in the sheet) withthe trigger setto when comments are added? That way your users don't have to @mention an email and you can put the direct URL to the Dynamic View in the subject of the alert.

Alerts can be sent out to users who aren't shared to the sheet, and youcan customize it (see here)to exclude the sheet link from the message if you'd like. Would that work for you?

Please also fill outthe Enhancement Request formto let the Product team know about your use-case and request.

Thank you!

Genevieve

Eva Murphy · 01/13/22

@Genevieve P.- how would you build a trigger in a workflow based on the addition of comments? Not finding a way to do that...

Thanks for your help!

Andrée Starå · 01/13/22

Hi@Eva Murphy

I hope you're well and safe!

Here's where you can find it.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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BESP10 · 04/07/23

Hi guys, I am trying to figure this out, I added 4 comments to my sheet to test this out and I am not getting email notifications. Trying to set up communication with the dynamic view, is there something wrong with this setup?@Andrée Starå @Genevieve P.Thank you

Genevieve P. · 04/11/23

Hey@BESP10

Can you check your personal settings to see if you have this box checked or not?

Cheers,

Genevieve

BESP10 · 04/11/23

Hi@Genevieve P.yes this is checked off, but I am not getting alerts when comments are added to the sheet? :-(

Genevieve P. · 04/12/23

Hi@BESP10

Thanks for checking! I tested this same set up and received the notification.

Can you check to see if you received the alert in-app, in the bell notification, just not as an email?

BESP10 · 04/13/23

Hi@Genevieve P.this is my work flow, I just put a comment "test" on the discussion and I still am not getting any notification

what I am doing wrong>?

Genevieve P. · 04/13/23

Hi@BESP10

When you say you're not getting a notification, do you mean as an Email, in the Application (bell icon), or both?

Is there any possibility that the row you added a comment on does not have the right criteria for the Condition Block? (E.g. the Project Manager name is spelled a little differently than what you have in the alert)?

BESP10 · 04/13/23

an email, and belll icon, nothing@Genevieve P., would it help I share my sheet with you?

Genevieve P. · 04/14/23

Hi@BESP10

一张屏幕截图你的潜在来源ould be helpful, yes!Please point out the row that you left the comment on; we'll just want to ensure that the criteria in your workflow matches what you have in the row.

BESP10 · 04/14/23

Hi row 10@Genevieve P.

Genevieve P. · 04/14/23

Hey@BESP10

This is great, thank you!

I can see that the value in your "Project Manager" column comes from a formula. Can you identify what that formula is?

To test to see if the formula is blocking the workflow, can you try making the column formula acell formulaand then manually put in the correct contact, then test on that row
It would also be helpful to know if the workflow triggers if you add a comment to the sheetdirectly(versus through Dynamic View)
Another check we can do is to see if the workflow has been triggered, just stopped at some point due to the conditions or action:

Does this "Last Ran" timeline sync with the current tests you're doing?

Thanks!

Genevieve

Dynamic View Comments notifications for DV users without sheet access

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