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Scheduling an Update Reminder like an Alert

Anthony Lunn
Anthony Lunn ✭✭
edited 12/09/19 in Archived 2017 Posts

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?



  • Shaine Greenwood
    Shaine Greenwood Employee
    edited 07/13/17

    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
    J. Craig Williams ✭✭✭✭✭✭


    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.


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