update request every X days

Peter · 10/16/18

Hi

is it possible to send an automatic update request every 2 weeks without changing anything in the sheet to a contact in a column?

Many thanks

Peter

Andrée Starå · 10/16/18

Hi Peter,

Yes, probably but I'll need some more details. Can you describe in more detail what you want to do?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Peter · 10/16/18

It's simple

i have a todo list (screenshot). The task is delegated to someone -> contact in "delegiert an". Now smartsheet should send an update request ever 2 weeks to the contacts in "delegiert an". These guys have to update the "erledigt zu", add a comment, upload a file or request with no changes.

many thanks

Peter

Andrée Starå · 10/16/18

Ok. That's what I thought.

Look here

Update request every two weeks

Best,

Andrée

Peter · 10/16/18

not exactly. With this way i must make an update request in each row and i have to set the contact manually. I want smartsheet to do this without interaction and send the update request to the contact in the "delegiert an" column. This contact may change or there will be more than one contact.

Andrée Starå · 10/16/18

Ok. As a workaround, you could set up an Alert & Action > Update Request that sends on a date in a specific cell, and for each row, on the sheet, you link that data from the top date (first date) that you update every two weeks.

Would that work?

Peter · 10/16/18

correct ... but i have to update the date every two weeks manually or is there an other way ... My intention is to make no manual entry.

Andrée Starå · 10/16/18

It could probably be automated thru Zapier or a similar service. You could also have an Update Request for the first date go to you, and you could update it that way. Almost what you want

Sheetboy James · 10/16/18

If you don't require an update but just FYI to someone, you can can use (while inside the sheet: File-send as attachment:

Peter · 10/16/18

many thanks

Andrée Starå · 10/16/18

Happy to help!

Have a fantastic week!

Best,

Andrée

update request every X days

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