Uploading data into form templates
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
Answers
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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
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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
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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
✅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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Hi Andree, I'm not too familiar with the update request so will take a look. Thankyou
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Excellent!
Happy to help!
More info.
✅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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