Update Requests are useful when you need to edit existing data or add new data to an existing row.
Step 1
At the top of your Sheet, navigate to Automation and choose Create from Template.
Step 2
Select the template Request an Update Every Week.
Step 3
Configure the parameters for your updates:
- Select your Trigger (What do you want to cause the Update Request to send?).
- Select a Condition (What data do you need to be updated?).
- Choose the individual(s) you are requesting an update from.
- Optional: Add a message to the recipient notifying an update is requested.
Step 4
Save.
For one-time Update Requests, learn how to manually initiate an ad hoc Update Request.
For more information about creating and configuring Update Requests, visit the Smartsheet documentation for Update Requests.