Can you send a request to a user to fill out a form on a sheet when another form has been filled out



We are looking at moving our safety incident investigation forms from paper to Smartsheet. There will be a form for the employee or witness to fill out with specific information and then the necessary people will be notified. What I'm wondering is what's the best way to have the remaining information sent to the next person in line to investigate and fill out. I have created two separate forms for the one sheet, but not sure how to make this work.

Would be glad of any tips or tricks.


Best Answer


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Jodi C

    I hope you're well and safe!

    You could start the process with a form, then do the rest with Update Requests.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Jodi C
    Jodi C ✭✭✭

    Thanks @Andrée Starå!

    Another question for you: On my sheet that is recording the data, we have a field for the date of an incident. I have a Roll Up sheet that is counting the data from the main one, with a number of different items. Is there a way to have a formula that counts the # of rows that have a date in a specific month? I want to be able to pull the number of incidents in each month of the year.