Updating records with a form
Hi There - I'm looking for an easy way to allow unlicensed users to submit a form (like Projet Brief intake) but then have a nice clean and easy way to update additional fields (business case fields) after their brief has been approved.
So far a have a form on a dashboard to create the record but I can't find a way to allow them to come back and update additional fields on that record at a later time....without direct access to the sheet itself.
Thoughts?
Answers
-
I hope you're well and safe!
You could use Update Requests.
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
-
@Andrée Starå thanks for the suggestion. I was looking at Update Requests as an option. However, the challenge is that the users will not have all the information at once. There is a requirement to update a few fields now... and then come back and update a few more at a later time. It seems that the update request is only a one-time link and would have to trigger another update request to complete additional fields later on.
Any other thoughts?
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 379 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 303 Events
- 34 Webinars
- 7.3K Forum Archives