Making sheets from a sheet

JMJ70

I know how to copy info from one sheet to another sheet. My question is...I've created an Application form for my employees to fill out. Is there a way to set up where a new sheet is created for each applicant and copies their info to it also. Meaning...Joe Smith fills out my application - then Smartsheets creates a brand new sheet just for Joe Smith - that will fill in his name, address, etc on the new form. Then a new form for Betty Boop, etc.

Thanks!

Ric T

Hi @JMJ70,

I don't believe there is a way to do that, where a completed Smartsheet form creates a brand new grid sheet for the user with restricted view just for the user.

Would Update Request work for your application? You could set a trigger when a form is completed, for an update request to be sent to the user immediately after submission, asking for their details (name, address, etc), which would all feed into the same row of your grid sheet. You can then use Report to Filter for Current User, where they can only view their details and theirs alone.

Cheers,

Ric

JMJ70

@Ric T

Thank you for the ideas! I'm going to try that trigger/filter method I think that'll work. Cheers!

John

Ric T

Happy to assist!