Recurring Alerts/Update Requests for an entire sheet.

Lloyd Warlow · 10/19/18

Hi,

I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis.

It appears the functionality for routine updates exist at a Row level. I can send a monthly update for example, but only to a specific person in my directory, rather than to a individual in a contacts column. Combining these features will be really useful.

I've attached what I am looking to do so that it hopefully is clearer that how I have described it above.

This would open the door to monthly / daily update requests and reminders, based on specific criteria, without needing to set up these alerts for every single row and managing who to send them to if people move around and are no longer responsible for the task/project.

If not already done, can you add to the pipeline of development / give an update on whether this functionality is likely to be added in the short term?

Many Thanks,

Lloyd

Andrée Starå · 10/22/18

Hi Lloyd,

Great idea and I would be surprised if that functionality isn't coming soon.

Please submit an Enhancement Request when you have a moment.

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Scott Arnold · 12/04/18

I am needing this same reoccurring alert function added to Smartsheet. Is there a work around for this? Any chance it is getting added? This is very needed.

Thanks,

Scott

Andrée Starå · 12/04/18

Hi Scott and Lloyd,

There are some possible workarounds but if it will work depends on your use case and specific need.

Set up multiple date columns and copy the update request in Alerts & Actions for them.
Have dates somewhere else in the sheet that triggers a reminder/alert to go to you and then you would use a checkbox or similar to trigger the update requests.

Would any of these options work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå · 03/02/19

Hi Scott and Lloyd,

Good news! It's coming!

Customers have requested the ability to set up workflows that repeat on a regular schedule.

We're preparing recurrence for time-based workflows so you can save even more time on repetitive steps, such as daily due date reminders and weekly status update requests. This automation enhancement will be available this spring.

https://community.smartsheet.com/discussion/coming-2019-recurring-workf…

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Hallie Brown · 07/19/19

Has this feature been released yet?

Andrée Starå · 07/19/19

Hi Hallie,

Yes, it has. I'll get back with a link to the information.

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå · 07/19/19

More info: https://community.smartsheet.com/announcement/introducing-automated-workflows-and-recurrence

Shwetaic · 03/18/24

Hello Team.. I'am looking to set a workflow where there will be reminder sent to update the smartsheet to specific people.. i was able to set that up however i want these reminders to go till they update the sheet .. how can i do that can someone please help with that.. i have attached the workflow that i have used now...

Andrée Starå · 03/19/24

Hi @Shwetaic

I hope you're well and safe!

Can you add a helper column with a checkbox or similar where the submitter can indicate they are done?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Recurring Alerts/Update Requests for an entire sheet.

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