Send update request to non smartsheet user.

Jacelyn Lok

Hi All,

I am currently trying to explore on the function of "Send update request" to complete the missing information of a project. There are a lot of people that I need to use this function to get some updates from them.

Many of them are my colleague and they are not smartsheet user. And we don't want them to enter or see our database in smartsheet as well.

When I use this function to them, they are not able to fill anything in the update form. All editable field turn out become a box and not editable to them.

May I know does this function is not support to non smartsheet user? Besides share them the smartsheet access what else we can do to solve this issue?

Thanks.

Bassam Khalil

Hi @Jacelyn Lok 

Hope you are fine

Request fields that appear as read only

Some information can't be edited from an update request depending on the how cells in a sheet are being used. These cells can only be edited in the sheet directly by signing in to Smartsheet.

The following fields will appear as read-only in an update request:

• Fields that contain formulas
• Start Dates and Finish Dates with a dependency (the Duration field can be edited)
• Predecessors (this field won't appear in an update request)
• Locked columns

How locked rows and columns appear

• Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
• If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests

Bassam Khalil

Hi @Jacelyn Lok 

Hope you are fine

Request fields that appear as read only

Some information can't be edited from an update request depending on the how cells in a sheet are being used. These cells can only be edited in the sheet directly by signing in to Smartsheet.

The following fields will appear as read-only in an update request:

• Fields that contain formulas
• Start Dates and Finish Dates with a dependency (the Duration field can be edited)
• Predecessors (this field won't appear in an update request)
• Locked columns

How locked rows and columns appear

• Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
• If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests

Andrée Starå

Hi @Jacelyn Lok

I hope you're well and safe!

Make sure that the fields that you want them to be able to update are unlocked.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bassam Khalil

@Jacelyn Lok

You are more than welcome