Linking two sheets in a workflow

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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?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    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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