WorkFlow with a Report Form

Steve Moss
edited 12/09/19 in Smartsheet Basics

I have reporting into a Register working just fine now.

Now I need to send out another report based on an item that has occurred within the main register. i.e. A New Hazard has been reported.

The report populates the main register but some items need to be worked on and this is typically carried out by a manager. Their email address is entered into the register at the time via the new hazard report.


How do I send out a new form with just the data to be completed by the manager on it?

I don't want to have to give them access to the main register to manually update it as its probably going to cause some errors in data entry or they may do something wrong.


It's like an update request but using a workflow form instead.