How to Configure a Request Update Action for Work Plan Automations in OnePlan

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Direct Answer: How to Configure a Request Update Action for Work Plan Automations in OnePlan

To configure a Request Update action for Work Plan Automations in OnePlan, open the automation editor, select Add Automation Action, choose Request Update, select the fields to include, write a message body, then select Update to save. The request is automatically sent to the Assigned Resources of the affected work items — no recipient selection is required.

What This Article Covers: Request Update Action

This article explains how to configure the Request Update action for Work Plan Automations in OnePlan. Use this action to automatically prompt the assigned resources of a work item to submit an update on that item.

What you will accomplish
By the end of this article, you will be able to add and configure a Request Update action that automatically sends an update request to the assigned resources of work items when the automation runs.

Before You Begin: Request Update Action

Before you begin, make sure you have:

  • A OnePlan account with Licensed permissions
  • Contributor or Owner access to the plan
  • A Work Plan Automation trigger already configured

Why This Matters: Request Update Action

The Request Update action in OnePlan sends an update request directly to the Assigned Resources of the work items affected by the automation. Unlike the Send Notification action, there is no recipient selection required — OnePlan automatically routes the request to whoever is assigned to the work item. This keeps update requests targeted and contextually relevant.

Step-by-Step: Configuring a Request Update Action in OnePlan

Task: Add the Request Update Action

  1. In the automation editor, select Add Automation Action.
  2. Choose Request Update from the dropdown.

The configuration panel opens on the right side of the screen.

Add Request Update Action.png

Task: Configure Fields Sent

  1. In the Fields Sent section, select the work item fields to include in the update request. Recipients will be prompted to review and update these specific fields.
  2. You can include up to 10 fields.

Task: Write the Message Body

  1. In the Message Body field, enter the message that will accompany the update request. This message provides context to the recipients about why an update is being requested.

Complete Request Example.png

Task: Save the Action

  1. Select Update to save the Request Update action.
  2. When finished configuring the automation, select Save.

Frequently Asked Questions: Request Update Action

Q: Who receives the Request Update notification in OnePlan?
A: In OnePlan, the Request Update action automatically sends the update request to the Assigned Resources of the affected work items. There is no recipient field to configure — the recipients are determined by the work item's assigned resources at the time the automation runs.

Q: What is the difference between Request Update and Send Notification in Work Plan Automations in OnePlan?
A: Both actions send messages, but Request Update is specifically designed to prompt assigned resources to update work item fields — the recipients are always the assigned resources and there is no manual recipient selection. Send Notification is a general notification with configurable recipients, subject, and content that does not prompt a field update.

Q: How many fields can I include in a Request Update action in OnePlan?
A: In OnePlan, you can include up to 10 fields in a single Request Update action.

What to Do Next: Request Update Action

Add more actions to your automation:

Review the full configuration process:

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