Automated form

Is there a way for a particular cell in a preexisting row to get updated via a form or similar?


IE a row already exists. A date is entered into column A which causes a form to go out to the contact in Column B and this form contains columns C, D, and E which contains drop down menus and star-rating columns that the form filler fills out and that then populates columns C, D, and E on that same row.

Answers

  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭

    @KMan1190 A form always adds a new row. Why don't you use workflow to send an Update Request to the contact instead of a form? The Update Request will collect info based on the fields you put into the workflow message, and will still present the dropdowns or symbols.

    dm

  • KMan1190
    KMan1190 ✭✭✭✭

    Would the people completing the update requests be required to have access to the sheet and/or have a Smartsheet account?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @KMan1190

    I hope you're well and safe!

    No, those completing it wouldn't need access or a Smartsheet account.

    To add to Dale's excellent answer/advice.

    • Sometimes, I start with a Form and then send automatic updates.
    • Another option could be the Premium App, Dynamic View.,

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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