Help with Form creation

Yvan

Hi,

I am trying to create a smartsheet form that would help me to outfit rooms inside a building with the appropriate gear.

I created 2 sheets with the following headers (columns)

Sheet #1 : two types of headers

1st type: 6 fields already populated

Column 1: Item Identification # (Primary column)

Column 2: Item description

Column 3: Building space

Column 4:Quantity delivered

Column 5:Crate #

Column 6:Box #

2nd type: 6 fields either filled by the person outfitting each space or automatically

Column 7:Quantity received

Column 8:Comment

Column 9:Check box to select if the item is placed in the pre-determined location listed in column 3

Column 10:Outfitted location: if item placed in a room different from column 3, then drop down list of all available locations found in sheet #2 (see below)

Column 11:Modified by (automatically as data is changed for each item)

Column 12: Modified date (automatically as data is changed for each item)

Sheet #2: list of all the room numbers in the building

My questions are:

1-how do I create a form where someone can start typing in the first field part of an item’s Identification Number and suggestions appear => this will need to query sheet #1 Column #1

2- once the Id Number is selected, the other 5 columns (column #2 to 6) get automatically filled

3- Afterwards, can the replies entered by the user in columns 7 to 10 be automatically added into Sheet #1 ?

I have read many posts, watched many videos and tried many things w/o the desired outcome.

I am quite new to SmartSheets, so many aspects of its logic escape me at this point. I can make this work as part of a single sheet where folks only input data to columns 7 to 10, but they first have to filter the data by crate and box #, then find the Id Number.

I would like to make this process much more straight forward for the user.

Thank you for any help you could provide me with,

Cheers

Yvan

Will.Parente

You won't be able to use a form for this information as far as I know. Forms, generally speaking, only take in new rows and new data - they aren't setup to call/respond between the form and the sheet.

Do you have access to Dynamic Views? You may be able to accomplish what you want in that app.

Yvan

Thank you for your reply Will. I'll look into your suggestion about Dynamic Views. Cheers. Yvan