How would you audit a duplicate for a sheet that takes requests from a form?

jerry123

Hi all,

I am hitting a roadblock. If I have a form that I send to all of my clients to take in their requests for a specific project. Few months later, they use that form to submit a request for the SAME project but certain requests for that specific project has changed like for example, project type or location. Now in my sheet I have 2 rows of the same project, and my duty is to look at the new request and confirm all the details for this new project and edit it appropriately. The project has its own UID. I only want to be able to give access to the form to my clients since I don't want them to see the backend. Neither do I want to give them editable access to reports (if this is a solution) since I don't want them to go in and make changes, I have to confirm the information before editing it on my own. Is there a better way to approach this?

Appreciate the help!!!

markkrebs

Its a config setting in DV

markkrebs

Sounds like a great use case for Dynamic view. for visibility into their active projects outside of smartsheet, you can schedule a PDF or Excel to send a report on a regular basis.

jerry123

Hi @markkrebs

Thank you but I am a little confused.

How would DV solve for this? my duty is to look at the new request and confirm all the details for this new project and edit the original request appropriately and then delete the new row.

Appreciate the help!

markkrebs

You could allow the customers to see / edit their original request without the ability to see / edit the fields you dont want them to see/edit. They would also be able to add new if needed. Should greatly reduce any duplicates. You could then setup alerts and /or turn on highlight changes to keep up to date on data changes

jerry123

Hi @markkrebs

Thank you for the great idea. I can see the direction. But what we give them right now is a form which has a whole bunch of logic in them, so I feel I may hit another roadblock with DV in this case?

Thanks

markkrebs

You can put the logic in DV for the edits. Can make one DV then copy it as needed to show different columns to different users as needed.

jerry123

@markkrebs This would ALMOST work but in the form I have a field to upload files, I don't think you can upload files in DV, it only allows you to show attachments

markkrebs

Its a config setting in DV

jerry123

@markkrebs OK I got it thanks :)

jerry123

@markkrebs Oh no, it looks like the DV logic won't work when you try to submit a new entry through the view.  The action of selecting an option can't trigger the field logic until there is a save with a pre populated entry. :'(