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.