Any ideas on how to make update requests look better??

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

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Accepted answers

Dale Murphy

@Mark Cronk @Andrée Starå

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,

All comments

Mark Cronk

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/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

imporoved?

Mark

Dale Murphy

@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

Andrée Starå

Hi @DMurphy

I hope you're well and safe!

You can use the "Message only" option and then the link won't be included.

https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests

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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Dale Murphy

@Mark Cronk @Andrée Starå

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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