Verifying Completion of a Form

Hello - I have a team of 50 and we are implementing read and signs via a form to ensure information is disseminated and read across the team. When someone completes the form I have created, it will record their email address and the date/time they submitted.

How can I verify everyone on the team has completed the form? I've read some other self-help articles but nothing is working for me. It will be the same people and same quantity each time we do this process. Can I compare who has made a submission against a master list so that those who have not completed the form are flagged to me somehow?

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭✭

    Hi @Frank_A

    Yes. If you've a master sheet containing all the 50 members, you can create a column with a cross-sheet formula to check if the person has filled in the form. I believe you've turned on sign into Smartsheet to access the form. That way, you can capture their email address using the Created By system field. You can then reference that column in your master sheet's checkbox flag column with this formula

    =IF(CONTAINS([Email Address in master sheet]@row, {Created column reference in form sheet}), true, false)

    Thanks,

    Aravind GP| Principal Consultant

    Atturra Data & Integration

    M: +61493337445

    E:Aravind.GP@atturra.com

    W: www.atturra.com

  • Frank_A
    Frank_A ✭✭✭

    I tried that earlier today, but with no success. Let me try again as you explained a little differently than what I was reading earlier :)

    Thanks!!

  • Frank_A
    Frank_A ✭✭✭

    @AravindGP would you be able to share a screenshot of an example of how you have the names and formula in the master sheet?

  • AravindGP
    AravindGP ✭✭✭✭✭✭

    Hi @Frank_A

    It's going to look something like this (as when you use created by in a form to capture data, it will only populate the email address). Name and email address in the below are both Text/Number column types

    Here's the sheet that will collect the data. Community 8 - Created is referencing Created By (system column) in the below image.

    Thanks,

    Aravind GP| Principal Consultant

    Atturra Data & Integration

    M: +61493337445

    E:Aravind.GP@atturra.com

    W: www.atturra.com

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