When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the Smartsheet and what was not, we would have to go back and follow up with them directly since something was missed. I know that you can make forms in Smartsheet and make what you want required, so I think this would be helpful when adding automation.
The alternative would be to connect forms and automation. That way we trigger a form to be sent upon a condition being fulfilled.
I have created an automation whereby the condition triggering the next step is the last field being filled (thinking I was smart and people would fill it all the way down) except so many people don't realize they have to scroll down when filling in an update and therefore the next step doesn't get triggered.
100% agree that this is needed. We are in the process of building out a massive workflow process that involves moving rows between 15 different sheets, many of those sheets having different owners and different requirements. Unless we create workflows with some pretty complex conditions and additional workflows within each sheet, users can send rows to other sheets without filling out their "required" fields.
I had not thought of connecting forms and automation - and I got very excited as I read that - but I'm not sure that would work in our situation. We need the same rows to be updated as they move from sheet to sheet, so since form entries add rows to their sheet, I don't think that'd work for us.
I would like to suggest the option to make certain fields required to be updated before completing an update request to a sheet. Currently, you can make certain fields visible but they are able to submit the update request without making any changes, which is counter to what is needing to happen.
It would nice to be able to set a field to be required in fields made in automation workflows. It would make it easier to ensure that the information needed is all getting filled out. Thank you
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