Sending multiple cards at once?

WayAhead MH

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

Andrée Starå

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

Alejandra

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!