Creating a form with multiple entries
Hi,
So my issue is, I have a form that is designed to record incoming invoices. I need the form to firstly attach a number of invoices and create multiple entries. I've seen some ways to do this using another sheet and automation. The only problem with this is the form has to have pdf uploads of the invoices. So I'm not sure the solution is worth trying if the pdf's dont separate with each row.
Any advice?
Thanks,
Best Answer
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I hope you're well and safe!
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
✅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.
Answers
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Hi,
Forms are intended to create single entries. You can have the form open another form once submitted and/or the form can reload after each submission. Here's a thread about it.
BRgds,
-Ray
-
I hope you're well and safe!
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
✅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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I would like to know what this solution is.
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Interested in your solution. Let me know where I can access it.
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also interested in this solution please and thanks.
EDIT - found this among other community posts, hope it helps someone else.
https://community.smartsheet.com/discussion/65718/one-form-into-multiple-entries
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Hi @Zachwalters99 @KimberlyEbel @jvaca @Jaime Holder
I hope you're well and safe!
If you haven't already, feel free to email me at andree@workbold.com, and I'll share it with you.
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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