Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

REVERSE A WEB-FORM

Gilly Pay
Gilly Pay ✭✭
edited 12/09/19 in Archived 2015 Posts

I would like to be able to select a row and the information held in that row populate a web-form so that I can send the completed form to another user.

Comments

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    There is no simple solution to that and it does depend if you want that person to onward edit the content or just read it?Β 

    Β 

    However this will work if suitable... Recreate the webform content in a Google Doc,, then GoogleMerge the content of the Row and elect to email the resultant "form" to the person you have designated in the original sheet. (That field/ recipient would either be entered by you after the form produces a new Row or you could Hide it in the Form and set a default person to send to if only one). Can go by PDF if you prefer itto a google Doc, eg Microsoft users? Also a default email message can be set up to go with the Doc/Pdf.Β 

    Depending on your exact needs there are a couple of other ways to tackle this. Happy to discuss if you can elbaorate what the recipient is expected to do with what you send them? See video instructions.Β 

    http://youtu.be/DPxzNK1wUrE

  • SashaR
    SashaR ✭✭

    Update requests allow you to send a row to someone via email with the ability to make changes to the row. See: http://help.smartsheet.com/customer/portal/articles/504779-using-update-requests

  • Mark Mader
    Mark Mader Employee

    Gilly -Β 

    Would your expectations be met if we allowed today's 'send row' feature to be displayed in a vertical (form) layout as opposed to the horizonal layout that it currently provides?

    Our edit row view in the application will be receiving an update later this summer and I could place an enhancement request with the team asking for that vertical presentation to be printable and 'sendable'.

    Please let me know and thanks for posting.

    Mark

  • Gilly Pay
    Gilly Pay ✭✭

    Mark, that would be enormously helpful and what I require.

    Thank you (and I love Smartsheet by the way).

  • Justin Ladmore
    Justin Ladmore ✭✭

    To be able to have the data sit vertically in an email would be a massive help for us too. Is this still on the cards?

  • Travis
    Travis Employee

    Justin, we havent added the ability to view a row vertically in an email (I will add your vote for it!) but we recently updated our Update Request functionality to show rows in a vertical view. Here is an article from our Help Center on Update Requests: Β http://help.smartsheet.com/customer/portal/articles/504779-using-update-requests

    Β 

    Β 

    Β 

  • Bruce Shimizu
    Bruce Shimizu ✭✭

    My workaround is copying & pasting the column info to excel and then recopying the information and pasting using paste transpose to get the column info into rows.

    Β 

    Yeah, more than a little clunky, but it works.

This discussion has been closed.