Sheet to sheet form automatio

Sandy Laube

I have a feeling this isn't possible but I'll toss it out there.

Sheet #1 I have submitted contact information from a contractor who'd like to do business with us. All well and good. Once we've vetted this lead, I'd like to set up a trigger (status change) that sends out a form attached to Sheet #2, which is where our orders live. Theoretically, the order drops onto Sheet #2 as a new row, alerts a staffer and away we go.

I've played with every setting there is and it does not appear that I can automate sending the form for Sheet #2 with a trigger on Sheet #1.

Would this workaround have potential?

Status change triggers copying some cells from Sheet #1 (including contact info) over to Sheet #2, where I can set a new automation to send out the order form? But doesn't that now make my form not a form but an update request?

Andrée Starå

Hi @Sandy Laube

I hope you're well and safe!

I'd recommend adding the link to the form in an Alert in sheet 1. You could also include some information to identify the contractor using the URL-Query feature.

Make sense?

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

Would that work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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