update request every X days
Hi
is it possible to send an automatic update request every 2 weeks without changing anything in the sheet to a contact in a column?
Many thanks
Peter
Comments
-
Hi Peter,
Yes, probably but I'll need some more details. Can you describe in more detail what you want to do?
I hope this helps you!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
It's simple
i have a todo list (screenshot). The task is delegated to someone -> contact in "delegiert an". Now smartsheet should send an update request ever 2 weeks to the contacts in "delegiert an". These guys have to update the "erledigt zu", add a comment, upload a file or request with no changes.
many thanks
Peter
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
not exactly. With this way i must make an update request in each row and i have to set the contact manually. I want smartsheet to do this without interaction and send the update request to the contact in the "delegiert an" column. This contact may change or there will be more than one contact.
-
Ok. As a workaround, you could set up an Alert & Action > Update Request that sends on a date in a specific cell, and for each row, on the sheet, you link that data from the top date (first date) that you update every two weeks.
Would that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
correct ... but i have to update the date every two weeks manually or is there an other way ... My intention is to make no manual entry.
-
It could probably be automated thru Zapier or a similar service. You could also have an Update Request for the first date go to you, and you could update it that way. Almost what you want
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
If you don't require an update but just FYI to someone, you can can use (while inside the sheet: File-send as attachment:
-
many thanks
-
Happy to help!
Have a fantastic week!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives