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Forms - SmartSheet Form not the same as Form received by Action Parties to enter data

t.siddall101151 · 2020-01-28T19:16:38+00:00

* I have a Smartsheet that tracks Action Items. * I created a Form that shows Action Parties data from Smartsheet and requires them to enter responses. * The Form sent to Action Parties that appears in Emails and can be opened from the Email to enter responses does not contain the same cells as the Form in SmartSheet. Why?…

t.siddall101151

I have a Smartsheet that tracks Action Items.
I created a Form that shows Action Parties data from Smartsheet and requires them to enter responses.
The Form sent to Action Parties that appears in Emails and can be opened from the Email to enter responses does not contain the same cells as the Form in SmartSheet. Why?
See attached Word file with clips of the Form. Note I can't see my Attachments when using the Paper Clip so am not sure if it is attached?

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Comments

Andrée Starå

Hi,

It didn't get attached!

Are you using forms and update requests?

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

t.siddall101151

2020-01-28 Problem with Forms.docx

The paperclip worked this time

t.siddall101151

Thanks Andree

Andrée Starå

Happy to help!

They don't look the same because one is a form and the other is a preview of an update request. You can change what should be included in the update request.

More info:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/automation

In the action block of your automated workflow, select Menu > Advanced options to configure which fields are displayed in the alert or request, or Approval status and button name detail for Approval Requests.

I hope that helps!

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