Report: Sheet Summary - Update Field from Report

katie.dickinson

I'm trying to find a workaround the lack of functionality in Update Requests. I have a Sheet Summary field called "Project Update" where our Project Lead is expected to put a brief statement on their project weekly. That field feeds up to the Project Dashboard and, subsequently, a Portfolio Dashboard to provide an update to department heads. Right now, there's no automation to remind the Project Lead to update the Sheet Summary field each week as Update Requests cannot be sent on Sheet Summary fields.

So I thought about creating a Report to pull in the Sheet Summary fields of the relevant projects and then send the report to the Project Leads weekly. Most reports allow the user to update a field on the source sheet from the report. It doesn't appear that it's possible to pull a report of Sheet Summary fields and update those fields from the Report - is that true?

Andrée Starå

Hi @katie.dickinson

Unfortunately, it's not possible at the moment to edit Sheet Summary fields in a report, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could link a cell in the sheet to the sheet summary field and use an update request to update the sheet that, in turn, would update the sheet summary field.

Make sense?

Would that work/help?

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!

Andrée Starå

Hi @katie.dickinson

Unfortunately, it's not possible at the moment to edit Sheet Summary fields in a report, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could link a cell in the sheet to the sheet summary field and use an update request to update the sheet that, in turn, would update the sheet summary field.

Make sense?

Would that work/help?

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!