In situations where you need someone who isn’t shared to your sheet to update rows, or want someone to update a few rows without having to navigate to the sheet, you can send them an update request.
This article discusses how to manually send a one-time update request. If you're looking to configure alerts and requests that are sent automatically, see Automate Your Work with Alerts & Actions.
To manually send an update request for rows:
- In your sheet, select the rows to be updated.
- Right-click on one of the selected rows and choose Send Update Request.
The Send Update Request window appears.
- Type the email addresses of the recipients in the To field. (Use a semicolon to separate multiple email addresses.)
- Customize columns included and delivery frequency, then click Send.
That’s it! Now people will receive an update request in an email message, mobile push notification, and in the computer browser application (depending on their account settings). See Notification Center: Receive Alerts Directly Within Smartsheet for details on how you can receive alerts.
Fields That You Can't Update From an Update Request
Depending on the how cells in a sheet are being used, information can't be edited from an update request. These cells can only be edited in the sheet directly (by signing in to Smartsheet).
The following fields will appear as read-only in an update request:
- Fields that contain formulas
- Start Dates and Finish Dates with a dependency (although, the Duration field can be edited)
- Predecessors (this field won't appear in an update request)
- Locked rows or columns