Workflow automation - update requests

Patrícia Amado · 04/05/21

Hi,

I need help. I have a workflow to send an automatic update request when a deadline is achived. The workflow is working perfect but I would like to send line by line and not all lines in same request. Anyone can help me to solve this?

In addition i would like also to send an automatic e-mail when the first request is not answered. How can I create an automatic "Kind Remeinder"?

Thnak you so much

Regards

😉

Bassam Khalil · 04/05/21

Hi @Patrícia Amado

Hope you are fine, Unfortunately, this feature is not currently available. You can submit a Smartsheet Product Enhancement Requests using this form.

Bassam Khalil · 04/05/21

Hi @Patrícia Amado

Hope you are fine, Unfortunately, this feature is not currently available. You can submit a Smartsheet Product Enhancement Requests using this form.

Andrée Starå · 04/05/21

Hi @Patrícia Amado

I hope you're well and safe!

You can force it to send one Update Request for each row by using placeholders.

Placeholders will generate separate notifications when using placeholders with Alert or Update Request actions in change-based workflows if six or fewer rows are triggered simultaneously. If seven or more rows are triggered at once, the custom subject and body will be removed.

You can set a reminder by defining a field that should be updated combined with the Record a date feature in a Workflow.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Patrícia Amado · 04/05/21

https://community.smartsheet.com/discussion/comment/286054#Comment_286054

Thank you so much I will try to do the reminder as you explain.

Andrée Starå · 04/05/21

@Patrícia Amado

Excellent!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Workflow automation - update requests

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