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Is it possible to set up an Automation / Workflow which will send a weekly reminder of any Update Requests that haven't been completed? 

Comments

Andree_Stara

Hi Kirstine,

Yes, it is!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andree_Stara

In reply to by Kirstine

No worries! You're not being thick.

You're right there isn't a specific update request value.

I thought the trigger would be the reference and then the change from the update request or a specific field would stop the reminders to send.

Make sense?

Would that work?

Best,

Andrée

Andree_Stara

In reply to by Kirstine

The trigger (what needs to happen to start the workflow) and if that changes again (or something else that is updated from the update request) would be what would stop the workflow.

Make sense?

Best,

Andrée

In reply to by Andrée Starå

The Trigger would be maybe a week having passed since the Update Request had been created I think.

Some of the update requests are for them to do something outside of Smartsheet, so that won't cause an actual change in Smartsheet at all. Also I wanted it to be for all outstanding UR's, so each would have a different change which we'd need to use as the end 'trigger'. 

Maybe it's just not possible. 

frown

Andree_Stara

In reply to by Kirstine

The simplest solution I think would be to add a checkbox that they would check when they send back the update request, and that would stop the reminder.

Would that work?

Best,

Andrée

Hi Kirstine,

 

I just had this same need and went searching and found out that you have to set the trigger date to "every week" and include the conditions for which you want the update request to go. See screenshot.

I hope that helps.

 

Neisha

 

 

In reply to by Neisha Fredericks

Hi Neisha, 

Thanks for this. Sorry if I'm being slow, but I can see 'Paused', 'Template' and 'Done' on yours but nothing that refers to the Update Request...? I still just can't figure it out, ha ha! Sorry!

In reply to by Kirstine

Hi Kirstine,

 

I am not sure what you mean by "refers to the Update Request". But maybe this will help. You have two options:

  1. You can select it as your automation preference when you create a new workflow (automation workflow selection screenshot)
  2. You can change an already created workflow to update request from something else (change action in workflow screenshot)

Does that make sense?