Allow updates on demand rather than using weekly automation

Shawn Borror

Is there an ability to allow not SS users the ability to update their assigned data elements on demand or does it have to be done via a workflow that runs on time based?

Many legal team members need to update on demand for legal 'tickets' - is there a way to allow them to do so on demand?

Andrée Starå

Hi Shawn,

Yes, there are a few ways to make it work.

One way could be that they transmit a case number, for example, through a form that would send an update request with the help of a workflow.

Another way would be the premium add-on, Dynamic View.

A solution that would be perfect for this use-case is the premium add-on, Dynamic View. Is that an option?

More info: 

https://www.smartsheet.com/product/dynamic-view

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Shawn Borror

Well I'm not sure the Dynamic view is in our price point - can you explain in more detail your first solution?

Andrée Starå

Hi Shawn,

Sorry! I missed this post.

How often would they need to be able to request the update? Do they need to be able to update on the same day as the first submission?