Update Request - Default Columns

Frank VIdal

Hello Folks,

I love using the Update Request feature, but I do not enjoy having to manually edit/remove some of the columns that are included in the request.  

Is there a way to set default columns to be included in the UR so that I don't have to edit every request prior to my sending it?  Thanks.

Regards,

Frank

Andrée Starå

Hi Frank,

Yes, there is!

If you set it up thru Alerts & Actions you can choose the default setup.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Matt Stofka

Frank,

Create a report that has the columns you like to include by default in your update requests. When you send a UR from a report, only the columns included in that report will be checked.

Matt