Request Update

MikeEngr

I have an automation that, once a line has been created, sends an email for approval, and if approved, requests an update from the approver. I would like to require specific updates from that approver rather than the general update form (which lists all available fields). Is it possible to require specific fields to be filled in when requesting an update to a line, and omit some fields?

Paul Newcome

When setting up your Update Request automation, you can click on the portion at the bottom that allows you to insert a custom message. There is also a section there that will allow you to specify which columns are and are not sent.