Recall/return feature

Jonathon Cunningham

Hello, I have a question about Smartsheet functionality. My university uses a form submission software for purchasing reconciliation that has a return/recall feature. From what I understand, Smartsheet does not have a comparable native return/recall feature. The closest equivalent Smartsheet offers is the an update request, a workflow-triggered email that sends the submitter a link to edit specific fields in their submitted row.

Can Smartsheet add a submitter-initiatied, rather than admin-initiated update request or submission change feature? In the system we use for purchasing reconciliation, the user can voluntarily recall a form, make changes, and resubmit. Also, the admin can bounce it back to the user with comments, and then the user can go in and only change the fields that need updating before resubmitting.

Gia Thinh

Hello Jonathon Cunningham

You’re right that Smartsheet doesn’t currently have a native “recall/return” feature like the system you described.

However, a common workaround is to use the Dynamic View add-on. Dynamic View allows users to access and edit only their own submissions without exposing the underlying sheet. You can also control what fields they can edit and under what conditions using conditional logic.

For a “recall” scenario, one approach is to add a checkbox (e.g., “Recall Request”). When checked, it can trigger an automation such as moving the row back to an earlier stage or workflow, effectively simulating a recall process.

While this isn’t a native feature, it can help replicate much of the behavior you're looking for.

Hope this helps!