Automation / Form Assistance
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
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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?
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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.
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Oh this is excellent, thank you. Going to try this today!!!
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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.
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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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