Form Within a Form
Hey Smartsheet Community!
I am wondering if it is possible to have a form within a form. The use case we are trying to capture is when we have a specific division of our company use our form, we want to display a different form that will gather the information into the same sheet as the original form.
From a user experience standpoint, we don't want to have multiple different forms for different users. Instead, we would rather customize our "all-in-one" form to display a different form/forms using conditional logic. The critical piece is that we want to capture any inputs up higher in the main form as well, which isn't exactly possible with embedding a link to another form.
Thank you so much!!
Answers
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Hi @JKP0009
I hope you're well and safe!
Have you explored using the Conditional Logic feature?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks Andree! We are using conditional logic, but wanted to see if we would reference another form. We can build out some conditional logic to get the users to answer the fields we need.
Thanks!
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Excellent!
Happy to help!
Unfortunately, it's not possible at the moment, but it's an excellent idea!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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