Smartsheet Automation - Request an Update

Brandon Mallette

Hi There,

Is there a way to request an update to a team, but only have them able to edit selected items and not the full sheet? They still will need all the information, but want to minimize the risk of errors.

Andrée Starå

To add.

Request fields that appear as read only

Some information can't be edited from an update request depending on the how cells in a sheet are being used. These cells can only be edited in the sheet directly by signing in to Smartsheet.

The following fields will appear as read-only in an update request:

• Fields that contain formulas
• Start Dates and Finish Dates with a dependency (the Duration field can be edited)
• Predecessors (this field won't appear in an update request)
• Locked columns

How locked rows and columns appear

• Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
• If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests

Andrée Starå

Hi @Brandon Mallette

Yes, you can use the Update Request feature, or doesn't that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Stefan

Hi @Brandon Mallette,

in your sheet just lock the columns you don't want them to edit and make sure they are not owners/admins of the sheet.

Hope this helps

Stefan

Andrée Starå

To add.

Request fields that appear as read only

Some information can't be edited from an update request depending on the how cells in a sheet are being used. These cells can only be edited in the sheet directly by signing in to Smartsheet.

The following fields will appear as read-only in an update request:

• Fields that contain formulas
• Start Dates and Finish Dates with a dependency (the Duration field can be edited)
• Predecessors (this field won't appear in an update request)
• Locked columns

How locked rows and columns appear

• Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
• If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests