Manage and track update requests in Table View

Who can use this?

Plans:

  • Smartsheet

Permissions:

  • Owner
  • Administrator

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Feel free to switch views at any time. Switching to table view from any other view doesn’t change data, ensuring consistency across all views.

Automated requests gather information from collaborators at the right time, without sharing your sheet and directing users to exactly the rows and fields they need to review.

Rows with active update requests have a request indicator 

Update Requests
. If the indicator includes a red dot, it means that the update request is assigned to you.

For this experience in Grid, Card, and Calendar views, refer to Request updates with workflows and manually send an update request.

Manage requests

Open the Request Management panel by selecting the requests icon 

Update Requests
in the toolbar, or from the request indicator icon 
Update Requests
in a row. You can view all your pending update requests in one place.

In this panel, you can:

  • Sort by Created date (earliest or latest)
  • Filter by requests by Created by me, Assigned to me, or Assigned to someone else
  • Toggle Selected row only to show requests linked to the row you're currently in
    Update Requests

Automated requests are identified with a lightning symbol 

Update Requests
.

Each update request appears as a card. When you select one, it opens the Details panel, which displays the following information:

  • Subject: The request topic
  • Message: The request details
  • Sender: The person who sent the request
  • Requested fields: Number of requested fields
  • Assignee: The person or contact list responsible for the request
  • Status: Sent, Viewed, or Completed

Check update request status

Select an update request to open its details. When a request is assigned to multiple people, it appears as an individual card for each assignee.

The Viewed status only tracks views from the Details panel.

 

Complete an update request

You can complete an update request from the request card, from the Details panel or from the update request notification.

From the request card

  1. Select the kebab menu on the card.
  2. Select Mark as complete.
Update Requests

From the Details panel

  1. Hover over the update request.
  2. Select Mark as complete.
Update Requests

From the update request notification

  1. Open the notification from the notification center or from your email, if email notifications are enabled.
  2. Select Open request.
  3. Fill in the displayed form and select Submit.

 

Delete an update request

To delete a request, select the kebab menu on the request card, then select Delete request.

Update Requests

Once deleted, the request is removed from the panel. 

Can I send requests to people outside my organization?

Yes. You can currently send Update and Approval Requests to anyone with an email address. They don’t need a Smartsheet account to respond.

Authentication requirements may change in the future.

Can I create a one-off request in Table View?

While request creation isn't yet available, the Table View currently supports the visibility and management of existing requests. The ability to create new requests is coming in a future release.

Is request management available at the workspace level?

Not yet. Request management is currently only available at the sheet level.