Request Update in Conversation

M Stocker
M Stocker ✭
edited 05/21/25 in Smartsheet Basics

I have just inherited a sheet that is being used weekly status report. My PMs have been logging in and updating a single box with an update on the weeks progress. So far, so good.
I want to change to use the conversations tab so we retain the history, and use the "latest comment" for the field on the sheet.

I wanted to use the "request update" automoation but it looks like this can only be used to update the field on the sheet.
Does anyone know if its possible to have it put the update into the conversation rather then the field itself?

Best Answer

  • M Stocker
    M Stocker ✭
    Answer βœ“

    Apologies,
    It took just another few mins of poking and I found that in the automation set up, there is an option for the fields you want the update to show.
    One of them is "A Comment" that does exactly what is required and provides the user a form to and to the conversations.

Answers

  • M Stocker
    M Stocker ✭
    Answer βœ“

    Apologies,
    It took just another few mins of poking and I found that in the automation set up, there is an option for the fields you want the update to show.
    One of them is "A Comment" that does exactly what is required and provides the user a form to and to the conversations.