Can I create a form to move lineitems off of one sheet and onto another?

summittcellularTC

I have an sheet that is populated by an intake form (call this form1). This sheet represents received inventory. I would like to create another form (call this form 2) that will de-populate the first sheet once the material is deployed and move the lineitems to another sheet to represent the status change. The idea is that employees will beable to fill out form 2 in order to request the deployment of a particular line item. Once form 2 is submitted the line item would be populated on another sheet. We have already achived the movement of lineitems from one sheet to another by using logic in a "deployed" feild. We would now like to implement form 2 inorder to create a digital record of the deployment request that will corolate to the movement of the lineitem from one sheet to another. Is this possible?

jmyzk_cloudsmart_jp

Hi @summittcellularTC

I would use a URL to prefill the default value technique.😁

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

In the published demo dashboard below, the deployment request form in the form1 sheet at the top prefills the Row ID and material values to the form2 of the form2: deployment sheet in the middle.

When a user clicks the form, form2, like the one on the right-hand bottom, pops up. The input data goes to form 2: deployment sheet.

With formulas, the form1 sheet gets deployed, deployed date, and deployed date & time text data values.

• deployed
  • =IF(JOIN(COLLECT({form 2: deployment Range deployed}, {form 2: deployment Range Row ID}, [Row ID]@row)) = "true", 1, 0)
• deployed date
  • =JOIN(COLLECT({form 2: deployment Range deployed date}, {form 2: deployment Range Row ID}, [Row ID]@row))
• deployed data & time text data
  • =JOIN(COLLECT({form 2: deployment Range deployed date}, {form 2: deployment Range Row ID}, [Row ID]@row))

https://app.smartsheet.com/b/publish?EQBCT=e3b0a73c552f4cd1985b52f347874702

jmyzk_cloudsmart_jp