how to operate several offline forms connected through cross references

frank munoz
frank munoz ✭✭
edited 09/08/23 in Smartsheet Basics

***Translated via Google Translate as the Community is currently only supported in English*

Hello. I present the following case.

it has three Sheets. CUSTOMER, establishment and visit.

Each sheet has its respective independent form which are connected to each other using the index(match) function. First a client is registered, then an establishment for that client and finally a visit for that establishment, taking into account rules such as that a client cannot be repeated and an establishment cannot be repeated.

The establishment sheet contains the customer data and the visit sheet contains the establishment and customer data.

The fact is that these forms are required to work offline when recording data. When opening the client form, move to the establishment and in a drop-down list obtain the client that I just registered and so on with the visit. Keep in mind that there will be no connection to carry out this operation.

Does anyone know a way to achieve this behavior?

Thank you


  • Jason Albrecht
    Jason Albrecht ✭✭✭✭✭✭

    Hello @frank munoz,

    From what I can see, while you can use Smartsheet forms offline, there is no ability to have the form data update the underlying sheet until back online.

    You probably have read this article about Mobile offline forms overview, where it notes that "Forms are the only feature offering offline interactivity. Any other items in the app require an active internet connection."

    However, this YouTube clip from ProperProjectManagement attempts to offer a workaround by exporting your sheets to Excel before going offline.

    Hope this helps and that you have a great day,

    Jason Albrecht MBA, MBus(AppFin), DipFinMgt

    LinkedIn profile - Open to work