Update Request using a Form
I am creating a SmartSheet that we will load specific rows to it. I then would alert the contact of their row via Alert Someone workflow. Then the person would have to update a couple of columns/fields in the Smartsheet. Here is my problem:
- The Update feature doesn't give you an option (that I know of) of formatting the fields like a Form does. So, for example, if my column is called "Information is Accurate," I would like to be able to format the Update notification to replace "information is accurate" with "Is the information on this company accurate" to provide clarity to the user - as you do on a Form.
- When using a form, it adds new and does not necessarily update the correct row/cell.
I have set up a different sheet for my intake form (since it only adds new records) and used VLOOKUP to reference it to my master Smartsheet. However, that creates other issues. The Alert Notification is still coming from my master because the information is loaded there - giving the recipients access to the master sheet.
I read that I can use a crucial identifier to use a Form to Update rows. Has anyone been successful with this and can share how to set it up?