Auto-push sheets or reports To updates

Leann Gibson · 07/03/19

I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?

Andrée Starå · 07/03/19

Hi Leann,

Unfortunately, it's not possible at the moment to add users to an already added send to an attachment process, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

My recommendation would be to use contact groups instead because that will make it easy to add people to the process.

Would that work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Leann Gibson · 07/08/19

Thanks, I have submitted this enhancement request

Andrée Starå · 07/08/19

Excellent!

Happy to help!

Auto-push sheets or reports To updates

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