Request for Update Workflow - Variables

GrantHarvey

I currently have an automated request for update on my sheet, with 4 specific fields for a specific person.

Is it possible to create a variable in the workflow-request for update feature, whereas the request for update includes the required 4 fields, as well as any fields that contain no data? Currently, if any of them are blank, the person needs to either scroll throw the 40-50 columns to complete them, or "edit" the row and complete them. It'd be more streamlined if they could be included in the update request.

For context; the form is a lead in take with ~40-50 questions. The form is usually filled out by our sales staff after an initial consultation, or by the client themself. Once this form is completed, a document is generated as a sort of "one pager". The estimator/project manager gets sent a copy, adds content via the 4 fields (inclusions, exclusions, additional notes, and proposed budget), and another document is generated with a high level one page proposal. If either the sales staff or client don't' know the answer/can't answer the question, it might need to be edited by the project manager depending on the field.

Genevieve P.

Hey @GrantHarvey

There currently isn't a direct function in Smartsheet that filters rows and can surface the blank ones in an Update Request.

Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community.

Thank you!

Genevieve