Update Request - Default Columns
Hello Folks,
I love using the Update Request feature, but I do not enjoy having to manually edit/remove some of the columns that are included in the request.
Is there a way to set default columns to be included in the UR so that I don't have to edit every request prior to my sending it? Thanks.
Regards,
Frank
Comments
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Hi Frank,
Yes, there is!
If you set it up thru Alerts & Actions you can choose the default setup.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Frank,
Create a report that has the columns you like to include by default in your update requests. When you send a UR from a report, only the columns included in that report will be checked.
Matt
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