Update Request Customization - descriptions and headers like a Form
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Comments
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I would like to disable the option to "send a copy of my response" check box. we don't want all our non-admin users to have access to the worksheet.
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Uncheck the box "Allow the submitter to email a copy of form submission" in the Form Settings, or search for same quesiton in the forum.
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Currently, to request for an update or new information submitted via form. This is great! However, it would be helpful to be able to send a form to solicit feedback, but not an update, this doesn't work. I have a form setup with headings, descriptions, and the drop down fields to request a rating for a support task worked on for the customer. It would be great to be able to send the form with the Request ID already populated, and exactly how the form is with the headings and descriptions to solicit this feedback. Or the use of surveymonkey then to be able to populate this sheet, but again being able to reference the request ID.
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I also posted this request. The request for an update only sends the field names, it does not have any of the headings, text tips, descriptions, dividers etc. that you would put on a form for entries to the sheet.
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This would be a complete win if adding logic to the updates became part of smartsheets' format. This would be idea in setting up our recruitment process for our community college distrct.
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To have read-only for update requests when the column is locked, or only needs to be read (as opposed to being edited) would be a big help, and save lots of questions from recipients not knowing if they should change something or not. Plus, if conditional formatting could transfer across somehow to update requests (even with an asterisk or something) that would be great, so the updater could see if something is coming up to or past due date but status hasn't changed
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In your case, you would be able to create a form with all fields as read-only and use it in your Update Request, as it was proposed earlier
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Thanks Luis, but it's a form where people have to edit some sections, so it couldn't all be read only. I find it odd that locked rows are able to be edited in update requests - or am I missing something there?
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I am suggesting an enhancement for SmartSheet that involves incorporating the Help Text feature, commonly used in Forms, into the "Update Requests" functionality. By allowing users to add Help Text at the question level in their Update Requests, we can provide additional context, guidance, and clarity to recipients (as of right now those notes have to be provided outside of SmartSheet).
This enhancement would improve communication and understanding during the update process.
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Absolutely agree. So many process improvement opportunities can open up if this were made possible. Pre-filled questionnaires whose information users only need to confirm instead of fill it out and then having to reconcile and circle back can save hours of time and effort on the admin and user side.
Hope Smartsheet will make this a reality soon!
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if I could add URL link in the Update Request ... that'll be fabulous!😍
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Chizu, have you tried crafting the URL as a formula in a "URL" column and add it to the Update Request field list?
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@Luis Martinez Ruiz Hi, Luis, what do you mean "URL as a formula" ? Would you please give me an example?
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Formula in a column "URL" or the name you like:
=IF([Preferred Language]@row = "English", "https://app.smartsheet.com/b/form/bf872dfc99999f35bc24ccf3dd724dcc?Request%20ID=" + [Request ID]@row, "https://app.smartsheet.com/b/form/8cb207c41d8a999999b9f1eff9a9e?Request%20ID=" + [Request ID]@row)
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@Luis Martinez Ruiz Oh! I'm gonna give it a try when I get a chance. Thanks!
