Smartsheet - trigger form

AstridG

Hello,

I'm trying to trigger a form/ request for an update, however, I'd like the update to be requested from a user aka cell/ contact within the sheet.

Scenario:

I have an employee list (sheet) with the following columns: Name, email, date of hire, position (filled from another report outside Smartsheet). Based on a checkbox column > I'd like to trigger a request an update/ form to those listed in the sheet itself i.e. column - email, to 1. Confirm their employee id (column) 2. select a reward from a dropdown (column). Once they submit their responses, there will be a request for approval. I'd like the responses and approval status to be captured in the same spreadsheet, corresponding rows.

Is it possible to request an update from an email within the sheet itself OR what options do I have?

HELP! Tia

Andrée Starå

Hi @AstridG

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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AstridG

Hello Andre,

Thank you so much for your reply, I was trying to trigger an update i.e. send an email through a workflow to a contact listed in the sheet. I was able to do this by creating a contact column. This has been resolved now.

Andrée Starå

@AstridG

Excellent!

Happy to help!

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