How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will it send the form itself? I know I can copy the link and share the form with the Attendings, but as a step in streamlining the process and saving time, I would like the form portion that they'll be filling out to be automated.
Answers
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You are looking for an Update Request, not a form. They are similar, but separate features in smartsheet.
The update request is sent to a user based on criteria you provide on the row level. You can determine what columns to send, and what they update based off of the criteria in the automation tab.
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No, that's not what I'm looking for; I need an automated form unfortunately. The reason it needs to be a form is that we have an issue with shift information not being reported correctly so the form allows us to only let them enter required information, but if they can only update by row I'll have to figure out something else.
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Hey @JRBailey
You can add a Form URL to an automated alert in the Body of the message. This means you could set up a workflow on the sheet to run as a Time Based workflow (e.g. every Monday at a specific time).
You'll need it to be associated with some row, any row in the sheet (I use a top-level "helper" row) and add criteria in the Condition Block to filter and only look at that row. Then in your email, you could use the Message Only option to send the URL to the Form.
Cheers,
Genevieve
