Automate sending update requests by date weekly

rcasler44016 · 09/12/18

Hi ,

I would like to automatically have a request to employees weekly that has their time card attached or embedded by a link for them to fill in their time for specific projects. I have looked into using a Update Request but I could not figure out how to create a rule which says to have it sent to the employees on the project weekly.

Thanks!!!

Renee

Andrée Starå · 09/12/18

Hi Renee,

One way to do it would be to set up a weekly update request with a link to the form in the message. There are other ways to set it up also, but this is probably the easiest.

Please see the attached link/screenshot for more information.

https://cl.ly/5b64eb

Would that work for you?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

rcasler44016 · 09/13/18

Hi Andree,

Thank you for your help!! I am new to smartsheet and I cant find the Send Update Request drop down. i have attached the drop down list that I get under Alerts and Actions. Could you walk me through the process from the start?

Thanks!!

Renee

Smartsheet Update Request.JPG

Andrée Starå · 09/13/18

Happy to help!

There is another update request, and they are not the same.

Look here: https://cl.ly/14cd8d

rcasler44016 · 09/18/18

Andree,

Thanks again for your help!! I got the update request set up and it went to my inbox this week and I filled out the form. How do I get it to update the request in a new row for next week? I noticed that it updated row 13 and next weeks update says update week 13 too. I need a new row for each week to track the number of hours different employees work on a project. Additionally, how do I make it so each employee creates a new row each week. Hopefully this makes sense.

Thanks,

Renee

Andrée Starå · 09/21/18

You would need to have a row for each week or columns reflecting the changes for each week.

Would that work for you?

Best,

Andrée

Automate sending update requests by date weekly

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