Send Full Form with Description, Field Labels, and Help Text?

Kevin J Viator

Good Morning,

I am having a difficult time trying to find a solution for the following:

1. I have built a Smartsheet and form to collect data from my clients.
2. Many of the fields are pre-populated with data that does not need to change. This would include the client's contact information and other data points.
3. I need to send the Form to the clients with the pre-populated data and ask a "Yes" or "No" question.
   1. IF they Select "No" then submit the form with the "No"
   2. IF they Select "Yes" then request additional information fields to be completed and submit the form.
4. I've tried a couple of solutions but nothing worked
   1. Approval Request to determine "Yes" or "No"; If "Yes", send Update request
   2. Send Update to client if "YES"

Here are the issues I am experiencing:

1. When I send the Update Request, the client only receives and email with the link to a partial form without the Form Title, Form Description (where I include important information), the Field Labels, and Field Help Text. I need to be able to send the FULL form as configured.
2. Creating a link using pre-populated data does not work as fields have spacing
3. I am unable to lock the fields that are pre-populated.

I am hoping someone has experienced the same situation and has developed a workaround option. Is this possible in Smartsheet? Or should I rule out Smartsheet and start looking at other options?

Thank you,

Kevin

Gillian C

Hi @Kevin J Viator

Does your Smartsheet package give you access to Dynamic View?

Gillian C

Hi @Kevin J Viator

Glad it helped, I didn't want to go into a lot of detail incase you didn't have access to that function :)

Gillian C

Hi @Kevin J Viator

Does your Smartsheet package give you access to Dynamic View?

Kevin J Viator

Good Morning Gillian,

Yes, we have an Enterprise Package which includes Dynamic View.

Kevin

Kevin J Viator

@Gillian C

THANK YOU GILLIAN 😁

Once I saw your question, I went to the Training Videos and viewed all on Dynamic View. I have created a Dynamic View (actually a few) and this will work perfectly. I really appreciate your guidance!

Kevin

Gillian C

Hi @Kevin J Viator

Glad it helped, I didn't want to go into a lot of detail incase you didn't have access to that function :)