Web Form Reminders for New Request

Kathleen Howarth

I want to use the Web Form to collect agenda topics for weekly meetings.  I have the form setup but trying to figure out how to send it out as a weekly reminder for people to add their new topics for the next week meeting.

 

Thanks,

Kat

Atus Bartal

Yes, it would be fine to have Delivery Options for Web Forms (like in the case of Update Requests): 

 

Meanwhile, you can send out the link of the Form somehow via email on a recurring basis (if it's supported in your mail client...). 

 

Maybe others have better ideas...

 

Atus

Kennedy Stomps

Hi Kat-- This isn't currently available in Smartsheet, but it is on our enhancement request list and I've added your vote for it! In the meantime, you might consider using an extension like Boomerang to send recurring emails with a link to the form. 

Lachlan Stead

Hello, just wondering if this has been added yet or if there is another solution?

Andrée Starå

Hi all,

Good news! It's coming!

Customers have requested the ability to set up workflows that repeat on a regular schedule.

We're preparing recurrence for time-based workflows so you can save even more time on repetitive steps, such as daily due date reminders and weekly status update requests. This automation enhancement will be available this spring.

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

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting