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Workflow to cancel an Update Request

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Marc Shecter
Marc Shecter âś­âś­âś­âś­âś­

Problem:

I have a workflow that sends out an update request to the assigned individual for a task when that task moves into a "late" status. The goal is to get that person to go into the project plan and adjust the end date and or the status of the item.

Many people make this change by editing the smartsheet directly rather than using the "Update Request" form, and now there are many 'Pending' update requests that one must delete manually.

Solution:

Enable a new workflow action that cancells an "Update Request" based on some change in another field. In my example, if the user's task is no longer marked as late, I want the update request to be cancelled.

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