How to create a service work order using a smartsheet form?

Donny

I'm trying to set up a work order form for my service techs. I want to automatically pre-populate customer information from my sheet to the work order form so my techs know where to go and then they can fill out the remaining fields.

Can I have some fields automatically filled out from my attached sheet to the form? Ex. Columb Name=Address and Value=123 St Name.

Thanks in advance!

Amit Wadhwani

Hi Donny
This isn't possible out of the box, but you can still achieve this by following the steps below

1. Use your first sheet that contains the customer information.
2. You need to add a column in this sheet and use join function (https://help.smartsheet.com/function/join) to join your URL with the form fields. The column will generate link to the form, with query string (https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values). This will pre-fill the form with the customer information.
3. You can then share this link with your service techs, where the fields from the first sheet will be already filled in.

Let me know if this helps. If you are not an expert with Smartsheet, I can help you build this. Feel free to buzz me on LinkedIn.

Amit Wadhwani

Hi Donny
This isn't possible out of the box, but you can still achieve this by following the steps below

1. Use your first sheet that contains the customer information.
2. You need to add a column in this sheet and use join function (https://help.smartsheet.com/function/join) to join your URL with the form fields. The column will generate link to the form, with query string (https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values). This will pre-fill the form with the customer information.
3. You can then share this link with your service techs, where the fields from the first sheet will be already filled in.

Let me know if this helps. If you are not an expert with Smartsheet, I can help you build this. Feel free to buzz me on LinkedIn.

Donny

Hey Amit, thanks for the quick response. I am very green with smartsheets so i'll let you know how I make out.

Thanks again, much appreciated!