Viewing Update Requests and Alerts
Is there any functionality in SmartSheet that will let me (the SmartSheet Owner) see what an Update Request or an Alert actually looks like to the end users.
I understand I could send a TEST out to myself and see the Update Request as is happens but I make changes to these standard request often and it would be nice to quickly review what the user will see, so I can make changes without sending one.
Comments
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Hi Steve,
Unfortunately, it's not possible at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
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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Hi Steve,
As Andrèe mentioned, there currently isn't a way to preview an alert before it's sent, but you could control what the recipient will see by choosing the columns you would like to display in the alert or update request.
To do this, you'll want to open the Advanced Options settings when creating or modifying an alert or action. If needed, more information on this can be found in our help article: https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions
