Send Update Requests based on a Contact column

Kristina Crain

Is there a way to send an Update Request based on a Contact List column? I have a large group of people and I need them to update their personal contact information. Rather than filling it out new every year, I would like them to receive it in a format where they can simply hit submit if none of the information has changed. However, I do not want to have to send out  several hundred individual update requests. I also can't grant access to the sheet to the group because the information is personal and confidential. Suggestions to help with efficiency? Thanks.

J. Craig Williams

I hope someone has solved this.

I keep running into obstacles

 

1. Alerts (both Notifications and Reminders) don't go to non-shared users

2. Row Update Requests aren't conditional

3. Reports to non-shared users are not editable.

 

There is something promising on the road map:

 

https://www.smartsheet.com/product-roadmap

 

for "Conditional Notifications", but I'm not overly optimistic that it will solve this particular problem.

 

If I doesn't, I may build an API solution.

 

Craig

Travis

Conditional notifications will not send update requests, just notifications. 

 

There is a third party tool which can send update requests to the person in a Contact List column when triggered (for example, by a date column). 

 

Azuqua utilized our API to perform automated actions and this is an exact use case it can do. Check it out: https://azuqua.com/integrate-smartsheet

Kristina Crain

This is GREAT news. I'll check it out. Thank you.

Travis

Kristina, we have an Azuqua Customer Success Manager (Patrick) onsite to help us (and customers) with these sort of solutions. As an Enterprise customer, you can reach out to your Smartsheet Customer Success Manager for help setting this up! If you do not know who your CSM is, email me and I can look them up for you.

 

travis.hannon@smartsheet.com