Update Request System Generated Form?

Margaret McKnight

Hello all. I sent out update requests last week and most of the recipients had multiple line items to update. I was surprised to see an 'Open Form' icon in the message but even more surprised to find that when I clicked it, a form popped up with the name of the line item allowing me to enter the comments THEN to go to the next one on the update request! It is a wonderful feature but I need to know how to remove fields from it and to make certain fields required. I checked my 'forms' and do not have any for this sheet. I am guessing I am not looking in the correct place?

Andrée Starå

Hi @Margaret McKnight

You can select what fields should be available, and you can also restrict if they can change anything in them, but unfortunately, you can't set required fields on Update Requests.

Here's where you change it.

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

Would 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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