Automated Update Requests

RobinC

We are moving from manual to to automated update request but it appears that the locked field functionality isn't working.   When we send manually the fields are locked.  In the automated request the locked fields are editable. 

 

Thanks ! 

Andrée Starå

Hi Robin,

It depends on what permissions you have for the user in Smartsheet. If they have access to change it in Smartsheet, then they can change it in the form.

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Dana Chua

HiHi,

I am setting an Update request under Automation. Is it possible to set certain fields as view only and certain fields editable for recipients?

Bassam Khalil

Hi @Dana Chua

Hope you are fine, no you can't set certain fields as view only and certain fields editable for recipients.

Bassam Khalil

@RobinC

Hope you are fine, check if the user you sent the update request to him has admin permission on the original sheet.

Andrée Starå

Hi @Dana Chua

I hope you're well and safe!

Yes, it's possible.

You can lock the columns that shouldn't be editable, and as long as you're not sending the request to an Admin or Owner, it will work.

More info.

How locked rows and columns appear

• Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
• If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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