Update requests and attachments

Tracy Fairfield

Is there a way to send out an update request that allows receivers to attach a document to the request, without them seeing the other documents that are attached to the row and/or accidentally deleting what is already attached.

We use a running document for certifications. When something expires, we want to send out auto updates, that allow them to update the expiry date, and attach the new certificate.  

If this is not possible, can we create a link in the email request that automatically opens up an email to our document update department for them to attach their documents to? 

And is there a way to trigger a change in another cell if the field is not updated (IE if expiry is not changed, change their status in another filed to inactive, then send us an alert)

Andrée Starå

Hi Tracy,

Is there a way to send out an update request that allows receivers to attach a document to the request, without them seeing the other documents that are attached to the row and/or accidentally deleting what is already attached.

Unfortunately, it's not possible at the moment to be able to attach a document without seeing the previous ones, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

The receivers can't delete any of the attachments.

We use a running document for certifications. When something expires, we want to send out auto updates, that allow them to update the expiry date, and attach the new certificate.  

If this is not possible, can we create a link in the email request that automatically opens up an email to our document update department for them to attach their documents to?

 Yes, you can, but I don't think you need to.

And is there a way to trigger a change in another cell if the field is not updated (IE if expiry is not changed, change their status in another filed to inactive, then send us an alert)

Yes, it is! 

Hope that helps! Would it work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting