What's the efficient to collect new info for old intake sheet?

maltaee

Hello,

I have an intake sheet that we've been using for a year. Today, we added a new column and we need to collect the info for that column. I have a contact list column. No one has access to this sheet except our team.

What's the most efficient way to do this exercise?

Thank you in advance 🙂

Andrée Starå

@maltaee

Yes, it does.

I'd recommend the update request method because you can send it to anyone, and they don't need to have a Smartsheet account.

Dynamic View would work, but the users would need to be registered in Smartsheet, but they wouldn't need a license.

Would that work?

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Andrée Starå

Hi @maltaee

I hope you're well and safe!

There are a couple of alternatives.

• Send an update request per row
• Premium App, Dynamic View
• Premium App, WorkApps

Would any of those options 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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maltaee

Thanks, Andrée.

I forget to mention some of the contact list are not on Smartsheet and no plan to make them join Smartsheet.

Does that change the 3 alternatives, or their order?

Andrée Starå

@maltaee

Yes, it does.

I'd recommend the update request method because you can send it to anyone, and they don't need to have a Smartsheet account.

Dynamic View would work, but the users would need to be registered in Smartsheet, but they wouldn't need a license.

Would that work?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!