Automation / Form Assistance

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So we have a Project Register that logs all of our Projects, Project Manager, Name of Project etc. On this register I have automation set up so that every 3 months it will send and email, containing a survey (form) to assess customers satisfaction.

For said Survey (Form) I also have an intake sheet.

However I have a couple of questions:

  • Is there a way, when a customer completes a survey and it logs on the intake sheet, that it also logs the associated line/project/project manager from the Project Register that spawned that survey? Without having to ask the customer to provide it on the survey?
  • Is there a way to count how many times the automation on the Project Register has activated? i.e. how many automations/surveys have been sent out per day or week based on our set criteria?

Any help here would be VERY much appreciated!

Thanks

Answers

  • Angela Logie
    Angela Logie ✭✭✭✭✭
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    Actually, could I create a form from the Project Register but the responses are sent to a separate Intake sheet? Or do responses have to go to the sheet where the Form is generated?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Angela Logie

    I hope you're well and safe!

    Please see my comments/answers below.

    • Is there a way, when a customer completes a survey and it logs on the intake sheet, that it also logs the associated line/project/project manager from the Project Register that spawned that survey? Without having to ask the customer to provide it on the survey?

    [Andrée Starå] Yes, using the URL-Query feature to prefill the information in the URL sent.

    More info.


    • Is there a way to count how many times the automation on the Project Register has activated? i.e. how many automations/surveys have been sent out per day or week based on our set criteria?

    [Andrée Starå] Yes, but you'd have to add a so-called helper sheet that you'd copy the row to each time it runs.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Angela Logie
    Angela Logie ✭✭✭✭✭
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    Oh this is excellent, thank you. Going to try this today!!!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Angela Logie

    Excellent!

    Happy to help!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Angela Logie
    Angela Logie ✭✭✭✭✭
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    Andre,

    OK so I had a look at your solutions today. So for the first solution above. Just to make you aware, there are 2 sheets:

    • Project Register - Which is where the automation is, that will email at a set condition, and will have a link to the below form
    • Survey Intake Sheet - This is where the form lives and responses stored.

    So the problem I have is that I need the Project Name, Project Manager and Project Director, that is contained in the Project Register, so log on the Intake Sheet when a response comes in. Right now, were getting responses to the Intake Sheet and we dont know which project its for?

    Hope this makes sense.

    And THANK YOU!

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