Ability to Reverse Populate a Form or "Slide" for Presentations

Tom Dalton

While using a form for data entry and collection, the same could be said for the reverse, being able to take data from a grid (either project plan, metrics sheet, etc.) and populate into a slide or sheet. For instance, I submit a form with information to be captured in a downstream grid, but can also generate a "slide" or dashboard view of that same information to present. Essentially removing the need for a PPT slide outside of the SmartSheet ecosystem. I understand you could create the widgets in a dashboard and link to the source sheet, but this would allow the user to essentially have the columns from that same source sheet already ready to drag and drop into the "slide" and populate the specific row you are looking to use for a presentation, this same slide could be portrait or landscape.

asapienza

The idea is to have attachments uploaded through a form appear in both a presentation and as row attachments within the response sheet.

Rich Coles

Hi @asapienza - a quick question on this to understand if I've got the right understanding to see if it aligns with something we've been looking at. What kind of attachments are you thinking and keen to understand what you have in mind when you say appear 'in a presentation'? Thanks!

asapienza

@Rich Coles I'm hoping to create a slide template that families can fill out and upload through a Smartsheet form. Once uploaded, the template would be added to a presentation that the form/presentation owner can edit as needed.