Possible to create templates for manual update requests?

Jesse Eberenz
edited 04/14/20 in Smartsheet Basics


I am looking to see if it's possible to create a template for manual update requests (when you right-click a row in the sheet and select "Send Update Request"). There are a subset of fields we want to include in the email of the update request and having a template to choose from would save a lot of time.

I looked at this article which shows how to create a workflow for update requests: https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

However, using the automated workflow method, I can't customize what fields display on the form when I send an update request to my team. There are only a few fields I want to include so that my team can action update requests directly from the form.