Automation / Form Assistance

Angela Logie

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

Angela Logie

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

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.

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

• 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

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Angela Logie

Oh this is excellent, thank you. Going to try this today!!!

Andrée Starå

@Angela Logie

Excellent!

Happy to help!

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Angela Logie

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!