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Workflow to cancel an Update Request

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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Idea Submitted · Last Updated

Comments

  • I'm looking for this functionality too, for a different use case. I have an update request that goes out to 3 people, any of whom can complete the update (which is to flip a cell with a drop-down menu to "Complete"). I only want the update completed once, so once the cell changes to Complete I'd like to cancel or revoke the outstanding pending update requests to the other two people. This control is needed because if the cell keeps changing (for example, person 2 changes it to "in progress" or blank and person 3 changes it back to "complete"), it will trigger duplicates of subsequent workflows which could get very messy.