Sending multiple cards at once?
Hi,
I'm very new to smartsheet, so this might be simple, sorry.
Basically I have a bunch of applications that I want to send out to different reviewers. Is there a way to send these out in card form (rather than grid view) more than one at a time? So, for example, every application assigned to reviewer a gets sent at once?
Sending using grid view is no good as it's not really readable.
Thanks in advance
Comments
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Hi,
You could send them as update requests, and they would look like forms. You could change the default sharing view of the sheet to Card View if that could help.
Would that work?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, (s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Hope that helps!
Have a fantastic week!
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.
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Hello,
To add to Andrèe's response, if this is an application that will be filled out by the reviewer, you could consider creating a form and sharing the form via email (using the Send Link to Form feature). You could find more information on forms in our help article: https://help.smartsheet.com/articles/522221-collect-information-form
If needed, here are a few links to our help center regarding the topics discussed in this thread:
- Alerts and Actions (update request): https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions
- Default sharing view: https://help.smartsheet.com/articles/520104-share-sheets-reports-dashboards#defaultview
I hope this helps!
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