The update requests are not always easy to explain with the limitations in the column header. It would be very beneficial and extremely useful to allow the user to create update requests like you would a form.
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The order in which the fields appear in the Request for Update is determined by the order of the column in the sheet. I would like to be able to change the order of the Fields in the request for update, as you can in a form. At the moment I am structuring the sheet based on the form and not the way the underlying work is performed. Very frustrating.
Yes, I was looking for this, please build this! I have a workflow with an initial intake form with just a few fields, then once the request is approved the requestor receives an update request to provide a lot more details needed to process the request. The update request really needs logic, help text, and formatting just like a form in order to properly streamline the process and avoid confusing users - for all the same reasons a regular form offers those features! Thank you!
Fully agreed. Being able to apply the data controls of an existing Form to update requests for the sheet it feeds would be ideal.
I don't want to sound bitter, but everyone here already knows that these changes will never be made, right?
Any update on this request? It would make the update requests much more powerful. I would like the ability when creating an update request from an automation workflow to be able to select a Form template. Everything would be the same, but instead of the update request just opening up a link with the selected fields to update, it would open a Form that is prepopulated with the corresponding values for that row. Then when the user submits the form it will update the existing row instead of adding a new one. This will allow me to customize how the update request looks, it will allow me to add extra text and descriptions to the fields in the form and will allow me to organize the form into sections and to order the fields how I would like.
+1 for this request! It would be extremely beneficial, not only to have formatting options in the update request itself, but also in the accompanying text with the update request. Right now, I'm trying to send instructions in the text for the update request, but it all gets lost in the shuffle of too much text.
Scenario
There is a project request form that can be submitted and lands on the project intake form. Automation creates a unique request # and sends out a confirmation email to the Business Owner, and a notification email to the Sponsor and PM listed on the request to complete and submit the Business Case for review and approval. the Project phase is set to discovery.
Now I need a way to submit the Business Case form (.docx) as an attachment to a seperate form that will find the original request # on the intake form and have automation set the KDP 0 status to Ready for Review, Notify the Business owner with a request for update on the Key Decision Point 0 with the KDP 0 Status cell and the attached document. Business Owner can review document, set decision for KDP 0.
If the Business case is approved (GO or NOGO) then automation will create a project number using a formula, trigger Control Center to create the project folder in the workspace, set the Project Phase to Initiation.
I do not want the Business Owners, Sponsors, or PMs going into the intake sheet to change the status manually.
Yes! I would love to be able to format update requests like Forms. I send update requests to a lot of users that are not Smartsheet savvy, and Forms allows me to add formatting and help text that an Update Request won't. I feel like Forms have not gotten the attention they deserve - the custom formatting is a powerful feature but it's a big miss that Forms can't call existing sheet data in any context.
Also adding, it would be great to require certain fields. Currently do quite a few workarounds to make sure that the needed information is entered.
Yes, this is something that I have wanted for some time. Would be nice to have.
Our team values Smartsheet Forms for their clarity—especially features like helper text, reference links, and custom end messaging. These improve accuracy and user experience.
However, Update Requests lack these options, making it harder to guide responses effectively. We’d love to see:
These additions would enhance usability and improve data quality across collaborative workflows.
Thanks for considering!
Good day,
When a request an update automation is set up, please consider the following idea
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