Need to track number of update requests sent

ktcran

We need to be able to track how many times an update request is sent for a particular row (for us 1 row = 1 request). Ideally, we want our field team to submit a project/request when they have all the necessary information, but want a way to count how many times a request is "sent back" to gather additional information. Does anyone have a solution to this?

Adam Murphy

One way I can think of is to create a helper sheet and add to your update request automation to copy the row to the helper sheet. You can then use add a column in your main sheet that counts entries in the helper sheet that match the project/request id.

ktcran

@Adam Murphy unfortunately, that won't work for us because what we need to track are the manually sent update requests. A lot of our automations use update requests as a normal part of the process, and what we're trying to capture is the frequency in which our team has to reach back out to acquire missing or corrected information. Also if the reporting could be downloaded so we can see which fields get the most update requests sent out that would be enormously helpful as well.

Georgie

Hi @ktcran,

If you have pending or scheduled manual update requests, you’ll be able to review these and will see any recently completed requests there too - check out this section of the documentation for more information on managing requests (this is included in the article for automated requests, but managing update requests is the same for manual requests).

However, I confirmed in my testing that when there are no pending or scheduled requests (when all requests are complete), it’s not possible to access the update request manager. I found some similar product ideas below, but these are related to automated update requests. Take a look and see if these would be helpful for you and add your vote if so: 

• Record of workflow alerts
• New feature to track, monitor and manage all notifications that are being sent out via Automations
• Store Update Requests with Conversations or at least with Row

Since you’re looking for a record of all manual update requests that have been sent, I’d recommend creating a new Idea Post for this feature in the Smartsheet Product Feedback and Ideas topic. This will allow other users to vote on your enhancement idea!

Thanks,

Georgie