Is it possible to set up an Automation / Workflow which will send a weekly reminder of any Update Requests that haven't been completed?
Yes, it is!
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Workflow Consultant @ Get Done Consulting
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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I'm assuming it's in Conditions, but I can't see Update Request as a Field...?
Happy to help!
You'd need to reference a field that will be updated from the update request instead.
Would that work?
Sorry if I'm being thick... I just can't see anything that lets me reference the Update Request!
No worries! You're not being thick.
You're right there isn't a specific update request value.
I thought the trigger would be the reference and then the change from the update request or a specific field would stop the reminders to send.
I think I got most of that! But when you say 'the trigger would be the reference', what does that mean? (Sorry!)
The trigger (what needs to happen to start the workflow) and if that changes again (or something else that is updated from the update request) would be what would stop the workflow.
The Trigger would be maybe a week having passed since the Update Request had been created I think.
Some of the update requests are for them to do something outside of Smartsheet, so that won't cause an actual change in Smartsheet at all. Also I wanted it to be for all outstanding UR's, so each would have a different change which we'd need to use as the end 'trigger'.
Maybe it's just not possible.
Are all Update Requests automatic?
Would it work to check a box to send it or check a box when it's sent?
Yes they're sent automatically when certain boxes are filled.
The simplest solution I think would be to add a checkbox that they would check when they send back the update request, and that would stop the reminder.
I don't think they'll bother...! Thank you very much for all your help, but I think I'll leave this for now. x
I'm always happy to help!
I just had this same need and went searching and found out that you have to set the trigger date to "every week" and include the conditions for which you want the update request to go. See screenshot.
I hope that helps.
Thanks for this. Sorry if I'm being slow, but I can see 'Paused', 'Template' and 'Done' on yours but nothing that refers to the Update Request...? I still just can't figure it out, ha ha! Sorry!