Can you present the questions from an original form on an update request?

VLD
VLD ✭✭
inSmartsheet Basics

Hi,

I have a form which looks great, but when I request an update it takes only the column names in the notification to the user. This then means my update request questions are not clear.

Example: Form is 'Have you completed all the risk checks'. The related column on the sheet will only have 'Risk Check' with options yes/no. If I sent an update request, all the user will see is 'Risk Check' and the dropdown.

Thank you

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Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    @VLD,

    Unfortunately you cannot access the questions on the form from anywhere except on the form itself. You do have the option to customize your message on an Update Request. You can embed your guidance, or copy/paste your question from your form, there on the Update Request.

    Best of luck!

    BRgds,

    -Ray

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\"Printing\" the dashboard will create a pdf.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108540,"type":"question","name":"How can I update a checkbox on a sheet based off of criteria from another sheet?","excerpt":"I'm trying to update a checkbox on a sheet based off of criteria from another sheet. I've seen several examples using the INDEX \/ MATCH function but haven't had any luck because the situations seem to be a little different than mine. Here is my situation: Sheet 1: Time Tracking - updated by each employee each week via a…","snippet":"I'm trying to update a checkbox on a sheet based off of criteria from another sheet. I've seen several examples using the INDEX \/ MATCH function but haven't had any luck because…","categoryID":321,"dateInserted":"2023-08-04T16:05:43+00:00","dateUpdated":"2023-08-04T17:19:39+00:00","dateLastComment":"2023-08-04T22:00:55+00:00","insertUserID":144833,"insertUser":{"userID":144833,"name":"Tana V","url":"https:\/\/community.smartsheet.com\/profile\/Tana%20V","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xIfp8WvfKzM!BqnoQUvuP7M!zhz8Yul5dPv","dateLastActive":"2023-08-04T22:00:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":144833,"lastUserID":144833,"lastUser":{"userID":144833,"name":"Tana V","url":"https:\/\/community.smartsheet.com\/profile\/Tana%20V","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xIfp8WvfKzM!BqnoQUvuP7M!zhz8Yul5dPv","dateLastActive":"2023-08-04T22:00:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3382352798,"url":"https:\/\/community.smartsheet.com\/discussion\/108540\/how-can-i-update-a-checkbox-on-a-sheet-based-off-of-criteria-from-another-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108540\/how-can-i-update-a-checkbox-on-a-sheet-based-off-of-criteria-from-another-sheet","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108540,"commentID":389058,"name":"Re: How can I update a checkbox on a sheet based off of criteria from another sheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389058#Comment_389058","dateInserted":"2023-08-04T22:00:55+00:00","insertUserID":144833,"insertUser":{"userID":144833,"name":"Tana V","url":"https:\/\/community.smartsheet.com\/profile\/Tana%20V","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xIfp8WvfKzM!BqnoQUvuP7M!zhz8Yul5dPv","dateLastActive":"2023-08-04T22:00:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/FX55FDBTGBGR\/snag-130d01cb.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Snag_130d01cb.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-04T22:00:25+00:00","dateAnswered":"2023-08-04T18:46:52+00:00","acceptedAnswers":[{"commentID":389011,"body":"

You would use an IF\/COUNTIFS combo to count how many rows have the employee ID and the Week Starting. If that count is greater than zero (meaning there was at least one entry), check the box.<\/p>


<\/p>

=IF(COUNTIFS({Source Sheet EMP ID}, @cell = [Employee ID]@row, {Source Sheet Week Starting}, @cell = \"7\/10\/2023\")> 0, 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108515,"type":"question","name":"What is the best way to make a report that pulls from a very large sheet (14K+ lines)?","excerpt":"My source sheet is 14K+ lines and counting. Reports are limited to 2500 lines. Even when I have broken this data down by the quarter, this report is too large to even display all the data. What is the best way to support this?","snippet":"My source sheet is 14K+ lines and counting. Reports are limited to 2500 lines. Even when I have broken this data down by the quarter, this report is too large to even display all…","categoryID":321,"dateInserted":"2023-08-03T22:34:48+00:00","dateUpdated":null,"dateLastComment":"2023-08-04T18:39:33+00:00","insertUserID":163583,"insertUser":{"userID":163583,"name":"Rachel Apostol","title":"Facilities Manager","url":"https:\/\/community.smartsheet.com\/profile\/Rachel%20Apostol","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!G5DD3ykb4-Y!peFCqaEjsfo!_LY7eglrUWX","dateLastActive":"2023-08-04T20:29:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-04T19:26:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":46,"score":null,"hot":3382280061,"url":"https:\/\/community.smartsheet.com\/discussion\/108515\/what-is-the-best-way-to-make-a-report-that-pulls-from-a-very-large-sheet-14k-lines","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108515\/what-is-the-best-way-to-make-a-report-that-pulls-from-a-very-large-sheet-14k-lines","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":108515,"commentID":389007,"name":"Re: What is the best way to make a report that pulls from a very large sheet (14K+ lines)?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389007#Comment_389007","dateInserted":"2023-08-04T18:39:33+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-04T19:26:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-04T16:24:31+00:00","dateAnswered":"2023-08-04T16:20:05+00:00","acceptedAnswers":[{"commentID":388979,"body":"

Hi @Rachel Apostol<\/a> <\/p>

Do you have Grouping applied to your Report<\/a>? Grouping will limit what the report can show:<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

However if you aren't<\/em> using Grouping, the Report will allow you to page through all the data, as Paul mentioned:<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

Cheers,<\/p>

Genevieve<\/p>"},{"commentID":388984,"body":"

Hi @Rachel Apostol<\/a> <\/p>

I would either remove the Grouping and simply Sort by the values you're grouping by so you can manually page through the data, or set up multiple, grouped Reports, splitting up your information into smaller chunks (such as date ranges or specific grouped values).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4915,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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