Update Request Form

Silvia Rangel

Hello community!

Does anyone know how can l customize the form that is sent out with an update request? I have an alert that gets triggered when a specific information gets entered (in this case, when the check box gets checked) and l need a help text or to make this a required field in order for the submitter to do so before sending it back after completing the update.... Thanks!

Andrée Starå

Happy to help!

You can't make the field required.

You can add the help text in the text (Subject, Description) that comes with the update request or in the column name so it will be above the field.

Make sense? Would that work?

Andrée Starå

Hi,

There are a few options.

1. Add the help text to the column title
2. Add another column with the help text
3. Change the checkbox to a dropdown list where they have to select that it's complete or not
4. In combination with above, you could have an update request sent until the checkbox/dropdown is complete

What do you think? Would any of those options help/work?

I hope that helps!

Have a fantastic weekend & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Silvia Rangel

Thanks Andrée,

I have considered those options, however, l am not sure how to access that form (the update form) since it's system generated. I added a column with the "Requested Update Completed" but how do l make this field required in the actual form? How do l add a help text? Where in the sheet do l go in order to do so??

thanks!

Andrée Starå

Happy to help!

You can't make the field required.

You can add the help text in the text (Subject, Description) that comes with the update request or in the column name so it will be above the field.

Make sense? Would that work?

Silvia Rangel

Thanks Andrée!

Andrée Starå

You're most welcome!

I'm always happy to help!

Marc Hauge

@Silvia Rangel @Andrée Starå

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. haugemarc@gmail.com

Marc Hauge

Here is my workaround video for anyone that can find it to be useful...

https://vimeo.com/740950613

Marc Hauge

I enhanced the workaround to omit the need for Zapier. Zapier would be needed for file attachments however

https://vimeo.com/743259328/e17e5ebb5c

Adam Murphy

https://community.smartsheet.com/discussion/comment/341271#Comment_341271

@Marc Hauge Can you please share this workaround (without Zapier)? It says the video does not exist (was removed).