Automated Weekly Request to Complete Form?

edited 12/09/19 in Using Smartsheet
11/27/19 Edited 12/09/19

Is it possible to set up an automated, weekly request for individuals to complete a Smartsheet form? Individuals would be adding new rows each week, not updating existing rows. Therefore, I can't tie the workflow to a specific condition. The only workaround I've thought of would be to create a separate sheet with a date column populated with every date on which I need an update request distributed. Less cumbersome ideas welcome!

Thanks

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  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Melanie,

    Would it work to use an automated alert or update request set to send weekly with a link to the form?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

     

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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