Update Request Certain Fields Only?

Bryan Long

I have a sheet that has 300 fields on it. I only want to send the first 200 when asking for an update. Is this possible to automate and not have to uncheck all those fields every time when asking for an update? Some of the fields have data and some don't so I want to send them all so we can confirm with the client and the fill in the blanks.

Thanks

Andrée Starå

Hi @Bryan Long

I hope you're well and safe!

Yes, you could set up a Workflow that could trigger from a checkbox or similar, and if needed, you could have multiple "presets".

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

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Bryan Long

@Andrée Starå no that does not make sense? Are you saying I can setup a workflow and SELECT the fields I want it to always send me for an update request, even if they are filled in or blank?

Andrée Starå

@Bryan Long

Yes, correct. You'd set up the Workflow and select what Columns should be included.

https://help.smartsheet.com/articles/2479266-automatically-request-updates-on-tasks

https://help.smartsheet.com/articles/2479061-automate-processes-end-to-end-with-visual-workflows

✅Remember! 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!