Not sure / workflows, sheet references, forms
I have a SS that tracks bids we receive. Each request is assigned an ID#. Once my team completes our work on the bid, the plan is to send the original requestor a survey. We'd like the survey to include the ID# - and I'm not sure how to make that populate on the survey.
We are using a "status" field so I believe that can trigger a workflow. What I don't know is how to incorporate the ID# on the form. And once the form is completed, I would rather have the information populate into it's own SS - is that possible? Maybe using a sheet reference? Hope you can understand the ask here - I'm happy to provide more details.
Answers
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Hi,
I hope you're well and safe!
You could use an Automated Alert Workflow and include a link to the form pre-filled by using the URL-Query feature.
More info:
Would that work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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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