Request an Update Automation

Dakota Haeffner

Hello,

I have an Update Request going out on a quarterly basis to update a number of Providers in an Office. Basically it reads like this, ".. You are the designated point-of-contact for {{Office Name}}. Currently, your office shows your Provider Count as {{Active Provider Count}}. If this is correct, please disregard this update request, if it is not correct, please click "Open Request" and update the Provider Count Number... "

I have them disregarding the email if it's correct, but there is obvious room for error with this thinking because we could just have people who don't see/read the email and never update.

I testing replying with the same number and it didn't update or change the cell history.

Does the Update Request icon give any indicator other than complete? Does complete mean they opened and replied?

Thank you!

Ray Lindstrom

Hi @Dakota Haeffner,

Pending and Complete are the only Status values. A reply is required for a Complete Status.

Ray Lindstrom

Hi @Dakota Haeffner,

Pending and Complete are the only Status values. A reply is required for a Complete Status.

SoS | Dan Palenchar

The icon itself will only show if there is a pending request. I would suggest modifying your workflow to display the status of the request response in a dedicated or existing column, when you send the update request this column could say something like"Pending", "Sent"', "Update Requested", etc. I would also add a way for the user to indicate no change is needed, so they could either update their info or do something simple like check a box that shows they received the request and nothing is needed. When any of these changes are made you can kick in another update cell automation to change the Status column to something like "Complete", "Update Received", etc.

Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)

Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus

Smartsheet Tutorial Videos: schoolofsheets.com/youtube