How to get a survey to auto-populate certain fields
Good morning,
I've created a survey in Smartsheet to gauge customer satisfaction at the end of a project. We are manually emailing the link of the survey out to the participants of the project. We can auto-capture their email address, but would also like to auto-capture other information such as their name (first,last), department they work in, and the name of the project the survey is based on. Please let me know if there is a way of auto-capturing that information. Thank you for your assistance!
Best Answer
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If you have an employee master sheet, then you could use an Index(Match()) type function to look up their first name, last name and department based on their email address?
I think they would have to fill in the name of the Project that they were answering the survey about. But you could help them by offering a drop down list of Project Names for them to choose from?
Not ideal I know, but ...
Kind regards
Debbie
Answers
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If you have an employee master sheet, then you could use an Index(Match()) type function to look up their first name, last name and department based on their email address?
I think they would have to fill in the name of the Project that they were answering the survey about. But you could help them by offering a drop down list of Project Names for them to choose from?
Not ideal I know, but ...
Kind regards
Debbie
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Thank you Debbie! This should work.
