Can a recipient of an automated email request partially complete request?

We are in the process of updating hundreds of individual projects through the use of automated update requests. Even though we are breaking out the projects by dates, an update request to a specific person can require quite a bit of dedicated time. Can the recipient partially complete the "update request" without losing their entered data? If the recipient goes to the end and clicks "done" even though they aren't, is there a way to go back into those projects through that link or other means?

Otherwise, is there any easier way to request these updates? There isn't a strict deadline to complete the task and we need it to be user friendly.


Thank you!

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Amber Lange

    No, once an Update Request form has been Submitted you cannot use it again to open up that same row and continually make updates. They are one-time only, so you would need to send the row out again to that user so they can make a second, independent update if the first one wasn't completed.

    You could potentially add a checkbox in your sheet/in the request that says "Not Complete" which could trigger a second Update Request, so users can have 2 tries to complete the form.

    Another alternative would be to share them to the sheet so they can come in and continually update the row as-needed.

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Amber Lange

    No, once an Update Request form has been Submitted you cannot use it again to open up that same row and continually make updates. They are one-time only, so you would need to send the row out again to that user so they can make a second, independent update if the first one wasn't completed.

    You could potentially add a checkbox in your sheet/in the request that says "Not Complete" which could trigger a second Update Request, so users can have 2 tries to complete the form.

    Another alternative would be to share them to the sheet so they can come in and continually update the row as-needed.

    Cheers,

    Genevieve