Can I change who an update request appears to be coming from, or send one on behalf of a teammate?
Hello, I have a database of recruiting information that I want to update for the coming academic year. There is a column for the recruiter email, and I'd like to send an update request to the email contact in each row, but I'd like for that update request to look like it's coming from the member of my team that manages the relationship (the relationship owner is another email contact column in the grid). Is there a way to do this?
Related question: I just ran a test update request, and it looks like the update request is coming from team member A, who created the sheet, even though team member B actually triggered the update request. If I can't code the update request to make it look like it's coming from a contact listed in the row, then can I at least change the default "sender" info back to me without having to create a new sheet and copy all of the data into the new sheet?
Would love a quick response if possible - I need to find a way to get 250 update requests sent (correctly) as soon as possible. Thanks in advance!
Answers
-
Hi @Peter Eck
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- Change the owner of the sheet to the other member of your team
- Add a licensed general user and make that account the owner
- If you have Enterprise or higher, you can add a custom domain
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 137 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives