Can we apply rules to repeat form use?
Hi,
I have created a sheet to collate feedback on the completion of projects. I've added a copy of this sheet to each project I have, and then set up automation so that each submission feeds into a Master Sheet for PM's to review.
It's a pretty basic sheet with only 5 columns, but I'd like the facility to repeat the questions if people have more than 1 topic to feedback on.
I appreciate that forms and sheets can only have 1 instance of the same name, so my question is 'Is there a simple way to apply logic to either re-start the form, or to collate multiple items of feedback?'
Not all respondents will have access to Smartsheet, hence the need for a form rather than a simple shared sheet.
Thanks everyone.
Answers
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Hi @PM_Reeves
I hope you're well and safe!
I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.
Would that 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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Thanks @Andrée Starå,
That was sort of the solution I'd figured was easiest to implement.
Did you use something as simple as a question along the lines of "If you have any further comments, please use this form again", with the url of the form ?
Have a great day.
Paul
Actually, just realised a 'nicer' way to do it, I've added the link to the submission confirmation text.
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Excellent!
Happy to help!
I have two options.
I'd be happy to share an example.
Please email me at andree@workbold.com, and I'll share it with you.
✅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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Thanks @Andrée Starå,
Adding the link to re-use the form seems to work nicely enough.
Is there any way to replicate the form and attach to other projects, similar to 'Save as New'?
I can see duplicate, but that stays in the same 'parent' folder where I'd need the specific project sheets to be the target destination?
Have a great day.
Kind regards
Paul
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Excellent!
You're more than welcome!
Unfortunately, there's no way to copy a form to another sheet except by making a copy of the sheet.
Another option could be to have the forms in a so-called helper sheet and then have the rows copied/moved to the correct sheet(s) using Workflows.
Would that work/help?
✅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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Thanks @Andrée Starå,
I suspected as much. Luckily it's not something I need in all projects right now, so I can take some time adding it in.
Enjoy your week.
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