Uploading data into form templates

Daniel Rolfe

Hi,

I use Smartsheet for tracking sales quotes through to engineering jobs. We've had success with using multiple sheets from initial enquiry, through to job set up. But there is more that we would like to do.

Is it possible to create a form with pre-determined information? E.g. could I create a form that is populated with a Job number from a Smartsheet, then use that form as a report template for a field engineer to write a report against (which could be submitted back to a Smartsheet).

A bit tricky to explain but essentially I need to send information out to engineers, have them undertake and report on those jobs and have all that information come back centrally. If I can't do this with Smartsheet I may have to use Powerapps and Sharepoint or similar. Perhaps I can port information between the two?

Any advice is gratefully received.

Dan

SmartWay360

Hi,

The form has ability to insert predefined value for dropdown fields. You can hide them so they are not visible in the form. You can use them for example to set up predefined status of the sales phase. However, they are the same value for each of the row.

I don`t think this is what you are looking for.

What you can do is create report with only the fields you want to fill in from the engineers and they can open it in the Card view.

Or you can use workflow> Request an update for the information. Here you can include specific fields zou want them to fill in.

Hope this helped.

Best,

Beata

Daniel Rolfe

Thankyou. I'll give that a go. The dream is to get an app interface similar to the picture that can send/ receive data from the Smartsheet

Andrée Starå

Hi @Daniel Rolfe

I hope you're well and safe!

You could use automated Update Request or alerts combined with forms and the URL-Query feature.

Would any of those options work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Daniel Rolfe

Hi Andree, I'm not too familiar with the update request so will take a look. Thankyou

Andrée Starå

@Daniel Rolfe

Excellent!

Happy to help!

More info.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

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