Automation Workflow: Request an update
Hello Smart sheet hive mind! We're looking to send clients a "Request to edit" workflow from one of our sheets. I have a few questions regarding the Workflow, if anyone could help:
When we send a request to edit, We noticed the row number that is requested shows up in the email. We don't want them to see the row number. I can't seem to find a way to exclude this from the automated email. Is there a way to do this?
We're also curious: If we send this request to an outside email, will they then get access to the sheet as a whole, or just the update form?
Thanks!
Best Answer
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Hi @Matt Eckman
Unfortunately, it's not possible now to exclude the row number, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
Whomever you send the update request to won't get access to the sheet.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @Matt Eckman
Unfortunately, it's not possible now to exclude the row number, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
Whomever you send the update request to won't get access to the sheet.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks @Andrée Starå !
I'll submit the Enhancement Request now.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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