Follow the step-by-step instructions to set up an update request.
Send update requests to get updated by any collaborator on key rows, regardless of whether they have a Smartsheet account or are shared to the sheet. Choose which columns you would like collaborators to see in your requests, and send them at specific times or on a recurring basis. Colleagues, contractors, consultants, clients, and others can all easily respond on any device by using a simple form to add or change information.
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.
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