Update request defaults
When you create a new update request from a specific row - there are many preselected columns that you can add or subtract from. Is there a way to change the default selected columns? Currently it appears to be any columns not hidden - whether they contain info or not.
Best Answer
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You're more than welcome!
Yes, unfortunately, it's not possible to set a default selection option.
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Answers
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Hi @Nate Ensor
I'd recommend creating multiple Workflows that are automated and set to what you want to include and then add a so-called helper column or columns to select which row(s) you want to send and what structure.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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:[email protected] | 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 Andree. I'd say that yes, that would work, but are you saying there is no way to change the default selections when you send a manual update request?
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You're more than welcome!
Yes, unfortunately, it's not possible to set a default selection option.
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.