Automate sending update requests by date weekly

rcasler44016

Hi , 

I would like to automatically have a request to employees weekly that has their time card attached or embedded by a link for them to fill in their time for specific projects.  I have looked into using a Update Request but I could not figure out how to create a rule which says to have it sent to the employees  on the project weekly. 

Thanks!!!

Renee

Andrée Starå

Hi Renee,

One way to do it would be to set up a weekly update request with a link to the form in the message. There are other ways to set it up also, but this is probably the easiest.

Please see the attached link/screenshot for more information.

https://cl.ly/5b64eb

Would that work for you?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

rcasler44016

Hi Andree,  

Thank you for your help!!  I am new to smartsheet and I cant find the Send Update Request drop down.  i have attached the drop down list that I get under Alerts and Actions.  Could you walk me through the process from the start?

Thanks!!

Renee

 

 

Andrée Starå

Happy to help!

There is another update request, and they are not the same.

Look here: https://cl.ly/14cd8d

rcasler44016

Andree, 

 

Thanks again for your help!!  I got the update request set up and it went to my inbox this week and I filled out the form.  How do I get it to update the request in a new row for next week?  I noticed that it updated row 13 and next weeks update says update week 13 too.  I need a new row for each week to track the number of hours different employees work on a project.  Additionally, how do I make it so each employee creates a new row each week.  Hopefully this makes sense.  

Thanks,

Renee

Andrée Starå

You would need to have a row for each week or columns reflecting the changes for each week.

Would that work for you?

Best,

Andrée