Scheduling an Update Reminder like an Alert

This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and every time; keep in mind I don't want to do a batch of rows because the trigger date is crucial to follow up date for us. I should note that I want to use the Update Request to get bid feedback from our customer through our sales people. In a perfect world, I would like to paste the info into Smartsheet weekly and it would auto-send an Update Request to pertinent salesperson X days after Bid Date so the recipient can provide feedback within that cycle. Any thoughts?

Find more posts tagged with

Sales

Templates

Sheets

Sharing and Collaboration

Contacts

Formulas

Services

Project Management

Update Requests

Account and User Management

Comments

Shaine Greenwood

Hi Anthony,

We don't yet have functionality to conditionally trigger sending an Update Request but our Product team is working on implementing this feature.

Please also submit a Product Enhancement Request using the form under Quick links on the right of the community site to show increased demand for the feature.

J. Craig Williams

Anthony,

If high importance, Update Requests can be sent using the API. That's an option if you can't wait for the Devs to roll out a new feature.

Craig