Request a Weekly Update

What is the best way to request someone to fill out a webform weekly?

For example, I want to send out a webform request to be filled out every friday at 3pm to all my employees. I could just use outlook but not sure that what i really want to do.

Answers

  • Hey Samuel,

    You could paste the form link (Forms>Create Forms) into an update-request automation (Automations>Create workflow>Update request), and set this to go out weekly:


    Example text:

    Hi there, here the weekly 3 pm update request - please visit this link ------- for feedback



    Let me know what you think

  • Samuel Dowdy Jr.
    Samuel Dowdy Jr. ✭✭✭✭✭✭

    What conditon and action would need to be met?

  • Just_Chris
    Just_Chris ✭✭
    edited 03/25/22

    Condition is up to you, action would be "request an update", whereby you input:

    • Update Request Text: (Create text in a new simply outlook email window and paste in here with link of your form)
    • Columns to include (in the email)