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I have a custom content type that is a excel spreadsheet. Users access this to create quote requests. At the moment, when a new request is saved to the library, an email is sent telling an admin user a new request exists. However, it doesn't reference the document or a hyperlink of some variety.

How can I get the workflow to send the email containing either the name of the document, or a link directly to it (ideally, both).

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You could create a workflow to handle this. Instead of the alert, just trigger the workflow anytime an new item is added you would email a specific user and add the parameters for a hyperlink as well as document name. This is really easy to build in SharePoint Designer.

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  • Any pointers, I can't tell entirely what lookups I would require to build an entire link to the doc? – PnP Feb 5 '15 at 22:06
  • Here is a post of the Office365 community that breaks down creating an Item URL well. community.office365.com/en-us/f/148/t/245002.aspx – Benjooster Feb 5 '15 at 22:14
  • Here is another one that you can use to build custom HTML email templates from my blog as well. I was building a table in that post, but the steps would be the same if you wanted to dress it up at all. benjooster.wordpress.com/2014/07/15/… – Benjooster Feb 5 '15 at 22:20

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