Request to Update: Is there a way to make some fields required

MBYuille
MBYuille
edited 12/09/19 in Smartsheet Basics

I have a form where the user is presented a form with some of the fields from the table. Once the approval routing is complete, the user is prompted to fill the remaining fields. Is there a way to make some of these fields mandatory? Currently, all of the asterisks go away.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    As a workaround, you could have automation workflows that would send update requests if any "required" fields aren't filled in.

    Would that work?

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Dear @Andrée Starå,

    What trigger is to be used in order to check whether the mandatory fields haven't been populated?


    BR, Dmitry

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Dmitry Mikhalin

    You would need to add a condition for each field that is mandatory.


    Trigger for when rows are added


    Condition

    Or

    Condition


    Make sense?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Dmitry Mikhalin
    edited 06/02/20

    @Andrée Starå

    I need to check on the 'Changed row' trigger whether the field "Field_A" has been populated with some data (not blank). If it is blank a new Update Request is to be sent, and will be repeated until the request receiver enters something.

    The problem is that I have to choose what has been updated. But if user (receiver) submits Update Request with nothing changed, my trigger would not started


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Dmitry Mikhalin

    You would have to have a recurring workflow trigge that checks if the field is empty for that to work.

    Would that work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå, Recurring means no than once a day, which is too long. Hourly could be a solution but checking every 10 mins would be better. Any suggestions here?

    Is it possible to initiate the Update Request via API (w/o SDK)?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Dmitry Mikhalin

    I think it's possible to trigger it through the API and maybe even the 3rd party service, Zapier.

    Is Zapier an option?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • A little bewildered about this lack of solution. I'm a fan of Smartsheet, but there are some missing components that are hard to fathom how a reputable solution like Smartsheet missed out on them. One is not having numeric-only fields. Another is to offer this fantastic update request form option and not include features to require certain fields. There are TONS of online form solutions out there, some built by developers that barely know what they're doing. And ALL of them include required field functionality. I get that this is slightly different in the fact that an Update Request is used when a row of data already exists. At the end of the day, it's still a webform. Sending a subsequent update request is a fairly poor work around. Sure, let's bombard people's inboxes when the solution should be built-in in the first place. We already sent them one Update Request and unfortunately, Update Requests in Smartsheet also don't include a field description in which you could provide them better instructions immediately above or below the field in question (sure you could include in the body of the email, but separating the information has a higher probability of error than putting it next to the data). Smartsheet has many bells and whistles, but there are some very key fundamentals you've missed.

  • Marc Hauge
    Marc Hauge ✭✭✭✭✭✭

    @MBYuille

    I have a nice Smartsheet / Zapier work around. If anyone wants to know how it works let me know. It is a little complicated to explain but it is tested. [email protected]