All-in-one-place form for collaborators via Update Request?

awardblvr
awardblvr
edited 12/09/19 inSmartsheet Basics

In using Update Requests, is it possible (or HOW) toinclude the discussion thread,评论或链接?

And how can Iinclude the connected documents,or a link to them?

CONTEXT of question:

When assigning tasks to collaborators with no spartsheet experience, I want to give them the chance to update the status ("Accept this assignment") and see the background information (Discussion/Comments) and related information (Attachments) all in ONE email. I want it to be a FORM, so they don't have to think of things in terms of a spreadsheet (confusing for novices).

Thanks

Comments

  • Alison
    Alison Employee

    Hello,

    This is a great question! I did some testing on this and found that, if you set your Update Request to include the "Attachments" and "Comments" columns, then you'll see those come through at the bottom of your Update Request.

    I've included a few images to help with this.

    I included a screenshot of the setting to include the Comments and Attachments. This can be set up under "Include" in your Update Request settings. I also included an image of the Update Request builder to show where the "Include" button is (toward the bottom).

    I then included a screenshot of what you'll see at the bottom of your Update Request form. Though this doesn't show up in the email, you'll see it as soon as you click the "Open Update Form" link in the email.



    Please let me know if you have further questions on this.You can find more information on Update Requests at our Help Center here.

    Kind regards,

    Alison

    Smartsheet Support

    Screen Shot 2018-03-05 at 9.05.35 AM.png

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    Screen Shot 2018-03-05 at 9.07.28 AM.png

Hi, <\/p>

Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>

Thank you!<\/p>


<\/p>

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


<\/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":204,"urlcode":"forms","name":"Forms"},{"tagID":247,"urlcode":"contacts","name":"Contacts"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"},{"tagID":527,"urlcode":"columns","name":"columns"}]},{"discussionID":109475,"type":"question","name":"JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","excerpt":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another sheet. The JOIN() function is designed to concatenate values, but in this scenario, the copied data is displaying an apostrophe that is not…","snippet":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another…","categoryID":321,"dateInserted":"2023-08-25T16:49:03+00:00","dateUpdated":"2023-08-25T16:52:43+00:00","dateLastComment":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":124290,"lastUserID":124290,"lastUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":19,"score":null,"hot":3385984114,"url":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109475,"commentID":392674,"name":"Re: JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392674#Comment_392674","dateInserted":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+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":"2023-08-25T22:09:33+00:00","dateAnswered":"2023-08-25T22:09:31+00:00","acceptedAnswers":[{"commentID":392674,"body":"

Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"//www.santa-greenland.com/community/discussion/20576/\"))), \" \"))<\/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":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":48,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+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":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 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"}]}],"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":4992,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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