Modifying Field in Update Request

Cristina Ayala · 05/15/23

I have setup a workflow to send an update request. I have a trigger in place that will send this to multiple contacts in a row, and includes the specific columns that need to be updated. However, due to character limitation in cells, we have opted to include an attachment field in the initial setup form which includes a link to a template so we can retrieve all the necessary details.

When testing the update request, I see I can include the attachment field but cannot find out how to modify the name or help text of this. While I know I can include these details in the body of the message, having the field itself named at the very least would be much preferred. Any help is appreciated. Thanks!

Andrée Starå · 05/16/23

Hi @Cristina Ayala

I hope you're well and safe!

Unfortunately, it's not possible now to change the name for attachments in an update request, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 05/16/23