Multiple triggers and entries for the same item, possible?

jacquedale

Hi,

I have a team that wants a solution that I can't figure out. Any help would be greatly appreciated (even if its a round about way to a solution).

1. Trade submits inspection via form - generates a document/report, and
2. This triggers a notification to Contractor 1 and Contractor 2, so that they complete their independent inspection for the same item - generates a document/report (per each contractor)
3. All data should be compiled together (same line item) so that generated documents from all 3 inspections for the same line item are housed together.
4. Once all three are done a new document will generate so that all 3 inspections exist on the same pdf

Is this possible? If so how the heck do I get the Contractor 1 and Contractor 2 inspections to exist on the same line item.

Help 🙃😵🤪

Andrée Starå

Hi @jacquedale

I hope you're well and safe!

How is the data from the inspectors collected back to Smartsheet/added to the cells?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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jacquedale

HI @Andrée Starå

All parties would be submitting their data via a form.

Andrée Starå

@jacquedale

Sorry, I meant the contractors.

jacquedale

@Andrée Starå That is what I am not sure of, either form or requested update- it just needs to be an easier entry than entering it directly on the form

Andrée Starå

@jacquedale

I'd recommend sending them Update Requests because then you can keep everything easily on the same row, which you can then use to create the final document with the document builder feature.

Make sense?

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