Is there a simple way to send a notification to an approver that displays a single record?
Either in Form View, or in the main view.
I just want my approver to have an easier life approving my request without waddling through many records, specially since they’re at the Director level and Above and they’re not very patient
several options, but the simplest is probably an automation … example below…
Automation: WHEN ITEM CREATED SEND NOTIFICATION
then in the notification message…
Hi {Approver}
Project {Item Name} has been created and needs to be approved by you. Please review by using the link below, and then alter the Approval status column.
https: // your.monday.com / boards/{board.ID}/pulses/{pulse.ID}
(remove the spaces in the link! just added so they show here correctly)
Alternatively you can use SuperForm (or possible the free Monday Form Response View , to show a single form.
Hope that helps
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I’m sending notifications right now so that is working at least , my other option was to generate an email using MS Outlook but my IT director wanted me to use SmartSheets and I was not allowed to connect to our MS EXCSHANGE Server
Thank you very much @MHaigh I’m already using the form response view but I do not know how to open it in a specific pulse from a notification
a) Add an automation, such as:
WHEN ITEM CREATED SEND OUTLOOK EMAIL
b) In the automation you can alter the message that is sent… add in something like…
Hi {Approver}
Project {Item Name} has been created and needs to be approved by you. Please review by using the link below, and then alter the Approval status column.
https: //your. monday. com /boards/{board.ID}/pulses/{pulse.ID}
(change the “your. monday. com” to the address of your monday link)
Because we added the {board.ID} and the {pulse.ID}, the link will open the on the right item.
It works in emails, not 100% sure if it will work on the notifications.
Hope that helps.