Any ideas on how to make update requests look better??
![Dale Murphy](https://us.v-cdn.net/6031209/uploads/drupal_profile/files/2018-01/09/85/n09854db3c85d2fcac04eb0a42036548e.jpg)
Community;
Any ideas or insight into how to make an update request look better? We are trying to use them as part of an (HR) performance review workflow. So, a staff person fills in a form with their info, a manager is sent an update request ... but the look and feel is not very nice.
Open to ideas ... on any step in the process ...
Dale
Best Answer
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I pushed the 2,000 character limit in a message and embedded about two dozen headers and respective fields in the message (actually, I only got up to 1,048 characters)
(I used Excel to build those lines this time!)
The Alert is now "Message only" and the email does not have a sheet-link in it. Not quite as pretty, but less risk of a user clicking on a link, asking for access and so on and so on ...
Thanks for the earlier replies.
Cheers,
Answers
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Hi @DMurphy ,
Limit the fields in the update request to those the manager needs to see. You can customize the message by placing fields in {{ }} in the subject or message body, below.
https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests
imporoved?
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
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@Mark Cronk Thanks Mark, for the suggestions. I am doing those things already, but continue to hone the look.
The other thing my HR folks are a bit fussed by is the inclusion of a link to the source datasheet. It would be great if that could be removed.
Ideas on that?
Dale
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Hi @DMurphy
I hope you're well and safe!
You can use the "Message only" option and then the link won't be included.
Would that work?
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I pushed the 2,000 character limit in a message and embedded about two dozen headers and respective fields in the message (actually, I only got up to 1,048 characters)
(I used Excel to build those lines this time!)
The Alert is now "Message only" and the email does not have a sheet-link in it. Not quite as pretty, but less risk of a user clicking on a link, asking for access and so on and so on ...
Thanks for the earlier replies.
Cheers,
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