How to upload a row as attachement for proofing?

Tanya Brooks · 12/31/19

I have proofing enabled on the sheet and the proofing attachment column shows up, but I am unable to drag and drop a row to the proofing pane.

Paul Newcome · 12/31/19

You cannot upload rows as attachments. You would need to use an actual document such as Word, Excel, etc...

Why exactly do you need to upload a row for proofing? There may be other options.

Tanya Brooks · 12/31/19

Hi Paul -

I need users to review information in a row and update it without logging in to smartsheet.

Basically, I prepare information on an employee, ask supervisor to approve. If changes are needed, Supervisor needs to be able to either access ONLY row for his/her employee (not the entire sheet) or be able to deny leaving comments for me on fields to be updates.

Thanks.

Paul Newcome · 12/31/19

Have you looked into Update Requests? From the sounds of things, that would be perfect for your case.

Give THIS a read through and see if it helps...

Tanya Brooks · 12/31/19

I started with update requests but two bugs:

1. Request an update which will pre-populate form with information from a given row, but will not include help text or default values

2. Send the form directly to user for an update. Help text and default values will display, but for will not be pre-populated for a given row

Paul Newcome · 12/31/19

Help text and Default Values can be shown using columns and formulas.

The help text could go in an extra column and just houses the text you want.

Default Values will depend on how exactly the row information is initially being entered into the sheet and what changes are made afterwards.

Tanya Brooks · 12/31/19

Hi Paul - "Help text and Default Values can be shown using columns and formulas."

How do execute the above?

Thanks,

Tanya

Paul Newcome · 12/31/19

You could create a column called something along the lines of "Instructions" and enter the help text there then include that locked column in the update request. Because it is locked they won't be able to edit it, but the help text would still be there.

Default values would be as I said previously... It would depend on how exactly things are entered/updated. If you can provide more details as to how exactly everything is working and what you want to happen, we may be able to figure something out for you.

How to upload a row as attachement for proofing?

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