Demandes de mise à jour

Envoyez des demandes de mise à jour afin de rester informé par un collaborateur sur les lignes clés, que ce dernier dispose d'un compte Smartsheet ou que la feuille soit partagée avec lui. Choisissez les colonnes que vos collaborateurs peuvent voir dans vos requêtes, et envoyez-les à un moment précis ou à intervalles réguliers. Les collègues, sous-traitants, consultants, clients et les autres peuvent tous répondre facilement sur tout type d'appareil à l'aide d'un simple formulaire pour ajouter ou modifier l'information.

Demandes de mise à jour

Tout utilisateur peut créer des demandes automatisées déclenchées en fonction de règles prédéfinies.

Suivez ces instructions détaillées pour configurer une demande de mise à jour manuelle.

Automatically Request Updates on Tasks

Have actions trigger an automatic ask for someone to update a portion of a sheet with the latest information. For example, when someone is assigned to a task, you can have Smartsheet automatically send an update request to them to update the Status and Estimated Effort fields for that task.

In a sheet, click Automation > Request an Update to get started with building your automated workflow.

update request action block

Depending on your automation permissions, you can send an update request to anyone with an email address—even if they aren’t shared to the source sheet. See Sharing Permission Levels and Control Who Is Notified About Alerts and Requests for more information on how this works.

Manage pending update requests

You can review completed and pending update requests, and even delete a pending request that may have already been addressed.
In the sheet, select the update request icon in the right sidebar

Click the headers to sort requests. For example, click Sent to sort requests by the sent date.

Request fields that appear as read only

Some information can't be edited from an update request depending on the how cells in a sheet are being used. 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 (the Duration field can be edited)
  • Predecessors (this field won't appear in an update request)
  • Locked columns

How locked rows and columns appear

  • Locked rows will be sent in an update request if the recipient has Editor-level sharing permissions or lower, but the recipient will not be able to make any edits.
  • If the update request recipient is the sheet Owner or shared with Admin-level permissions, locked rows and columns will be editable from the update requests