Selection of form in automated update request

Joachim Hoppe

I want to use differnt forms to request task updates, depending on my defined user group. E.g. an external user shall only see basic infomation and update a few fields, internal user shall see all information and update all fields.

How can I restrict fields in a form, by user group?

How can I select a specific form, depending of the user in an automated workflow?

Thanks

Joachim

Andrée Starå

Hi @Joachim Hoppe

You'll have to create multiple workflows or multiple condition paths.

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Joachim Hoppe

Hi Andrée,

Thanks, that will work. But how do I assign the specific form to the different path of the workflow?

Andrée Starå

@Joachim Hoppe

Happy to help!

Have a look here.

https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests

https://help.smartsheet.com/articles/2479276-request-approval-from-stakeholder-%20in-sequence

✅Remember! 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!