Multiple triggers and entries for the same item, possible?
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).
- Trade submits inspection via form - generates a document/report, and
- 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)
- 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.
- 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 🙃😵🤪
Jacque Smith
Project Controls, MSR-FSR
Answers
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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
✅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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All parties would be submitting their data via a form.
Jacque Smith
Project Controls, MSR-FSR
-
Sorry, I meant the contractors.
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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@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
Jacque Smith
Project Controls, MSR-FSR
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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?
✅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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