Linking two sheets in a workflow

Phillip.Henrybhsi

Hello,

I work for a healthcare system on our capital project team. We have a smartsheet form that we use to initiate a PO request. We also have a form where if equipment is changed on a project, we have documentation as to why the equipment change is needed. I am wanting to link these two sheets together. Example: if we change equipment, I want that form to kick off the PO request and only have my customers fill out one form. Should I use a dashboard for this or should I just create two forms in one sheet?

Andrée Starå

Hi @Phillip.Henrybhsi

I hope you're well and safe!

This might help.

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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