Use Smartsheet instead of email correspondence
We've been using email to submit and correspond RFI's to our Architects. This has proven to be a nightmare. Is there any way that I could use Smartsheet for this back and forth correspondence capture? I've created a RFI form that can be submitted to the Architect for approval or additional comments, however, when they reply to the form the conversation ends. How can I continue capturing back and fort comments associated with the same initial RFI form?
Answers
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Hi @Kajun_Chris
I hope you're well and safe!
You could use the automated Update Request feature.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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.
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That's what I'm using to initiate, but I need to track back and forth conversation. The only place I find that captures a conversation is Smartsheet comments. Is there any way to use "comments" on forms/requests/workflow variable?
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