How do I edit which rows are included in an existing (recurring) update request?

06/04/19 Edited 12/09/19

I currently have multiple employees who update a lot of projects using forms and recurring weekly update requests. Each project has its own row. Those projects often get reassigned, and new ones are regularly added. I've looked all over the SS community to see if there's a way to edit which rows are included in the request, and I can't seem to find a solution. I think I can pretty much edit everything else about the update request except for which rows are included. Is there a way to do this? Creating a new update request every time is getting kind of old - especially with more and more projects being added. Should I submit this as a feature request? Thank you for your help. My apologies if this is something simple, I just haven't been able to find how to add, change, or remove rows included in the update request.

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Matt,

    You could have a checkbox or something similar, and if it's checked, it will trigger the update request. In the automation, you would add a condition for that checkbox.

    Would that work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    You should be able to specify the criteria in your current workflow to accomplish this. Could you provide more details and possibly some screenshots of your workflow itself?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Matt,

    Did you get it working?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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