Archived 2016 Posts

Archived 2016 Posts

Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Recurring Update Requests by Contact

✭✭
edited 12/09/19 in Archived 2016 Posts

I have a sheet that serves as a team pipeline report and I would like to have a weekly update request where every row assigned to a specifc person is included automatically in the request.  Each row has one designated person in charge and I would like for them to receive the notice to update each of their projects in the pipeline report.  As it stands now the update requests are static to a point in time. Any new deals have to added to separate update request each time and the team member has to get multiple requests each week.  I would like the single request to update as deals are put on and taken off the sheet.  

Comments

This discussion has been closed.

Trending Posts