Automated Update Requests based on 'Assigned To'

dcabras

Hi

I'd like to set up automated update requests to be sent out on a bi-weekly basis with a pre-defined set of fields to be completed in the update form.

I don't have a trigger for this, I'd just like people to provide updates to their project, rather than trigger this from a change in a particular field.

Any thoughts as to how I can do this?

Thanks

Daniela

Andrée Starå

Hi Daniela,

It's coming soon to the Alerts & Actions.

https://community.smartsheet.com/discussion/coming-2019-recurring-workflows

Until then you can set it up thru the row menu and select Send Update Request, and in the Delivery menu, you can select that it should send bi-weekly. 

Would that work?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

Andree,

 

I don't know if you have options different from mine, but the closest to bi-weekly I can set an Update Request to send is on a weekly basis, and even then it still needs to have some kind of change to trigger it.

 

I would include a date field where the user enters the date that they are submitting the update. You can then add another date column that is simply 

 

=[Submitted Date]@row + 14

 

This will add 2 weeks to the date the row was last updated. You can then set your update request to send based on the second date column.

Andrée Starå

Paul,

I might, But I think you have this one.

Best,

Andrée

 

Paul Newcome

Andree,

 

I was using the Alerts & Actions button in the top tool bar. That only allowed a very few options. I didn't think of it until your screenshot, but accessing from the row allows for the bi-weekly setup.

 

I never thought about it before, but I wonder why there are two different layouts for the same thing...

Andrée Starå

Paul,

I think it's not going to change because the recurring workflows are around the corner.

/A

Paul Newcome

Definitely something I have been looking forward to.   

Andrée Starå

You and me both!

/A