How can I get a form to link to my project?
Hi Community!
I'm a new user and have been reviewing topics and training classes but need some additional assistance.
I created a form for users to request a new project, depending on how it is filled out it will route to a specific department to view it via an email. This information will be captured on a master sheet.
When the reviewer gets the notification, I would like for them to see what has been requested in the email and click on a form that will have all of the information for them to fill out when they contact the requestor. How do I get that form in the email notification and link it to the specific project?
Answers
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Are you wanting them to update information in the row created by the original form, or are you trying to get a separate row created with certain data points related to the original form?
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Thank you Paul for the quick response. I am wanting them to update the information in the row created by the original form.
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Hi,
I hope you're well and safe!
The easiest way would be to use the Update Request feature. The second way could be to use the URL-Queary feature to pre-populate the data sent in a form, but it's much more advanced, so I recommend the first option if it works.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
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Thank you Andree,
I'm testing it out now, with the first option it would pull the user to the master sheet which I would like to keep them out of. I found an option on the community that I thought would work well but couldn't figure out how to complete it. I'm wondering if that is the 2nd one you proposed. See attached snippet for visual of what I found.
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@Alexis S That snippet is actually from an Update Request. Are you able to provide a screenshot of what you have set up that is taking the user to the sheet?
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Thank you Paul - Here's the automation that I have set up. When a new request comes in it alert a specific person. This example has a new request that is answered Yes or I Don't Know for instructional design needs. Last snippet is the email I receive. Ideally would like for the email to have the notification but also have a form for the person to open and fill out when asking the requestor about the project. Hope this helps, I really appreciate all the advise.
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That looks like you are using an Alert. Try an Update Request instead.
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IT WORKED! I can not thank you enough - if you hear screaming and cheering from Ohio it's me. You just made life easier for me and the group that I am working with.
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Happy to help. 👍️
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