Making mandatory an update request in automation workflow

Cesar Martinez
Cesar Martinez ✭✭✭
edited 01/29/21 in Smartsheet Basics

I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send those update request with a determined trigger.

I have noticed that sometimes they sent the update but They don't change Any Data. Any ideas?

Do you have any ideas?



  • Susan Vieira
    Susan Vieira ✭✭✭✭✭

    I don't think you can make a field mandatory in an update request but perhaps someone can correct me. I have not found a way myslef. However, I have a similar situation as you; what I do is I set up another workflow so that if the update is made and those crucial fields were not updated, they immediately get another update request asking them to fill those fields in.

  • Good idea the extra workflow.. But How do you compare befor and after situación?