Update Request option missing from my icons in the left column
On 2 previously created sheets, the columns with the icon to Send Update Request are missing. Also missing from the submenu (when you click the 3 dots). It's working ok on other sheets, just the prior.
Is there a sheet setting that may have been altered? How do I get it to display?
I now see new function... Generate Documents.
Answers
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Hi @Janet W
The Update Request column will only appear once an actual Update Request has been sent out on the sheet, either through an automation or directly on a row.
Sending an Update Request from a row is one of the last options in the menu that appears; try scrolling down, it should be immediately below "Print":
Cheers!
Genevieve
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THANK YOU, Genevieve! I feel like a goof for not scrolling down to find it on the menu! And makes sense about the icon appearance.
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Haha no problem at all! There are a lot of options on the list, it's easy to miss. 🙂
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I noticed that the icon only appears if there is a "Pending" status on an update request. Is there an option to keep the icon visible? (Even with all requests "Completed")
Thanks!
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Hi @pngo
No, that icon is intended to let you know when there's an Update Request that hasn't been filled out yet. If the update has been completed and there's no more action required on that row, the icon will disappear. You will need to use the Update Request Log to review past requests.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
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