how to send 2 different forms

MBurdman

Good morning,

New to Smartsheet to still learning. Is there a way to automate sending an "invite" to someone on a date in the Gantt chart followed by a "poll" to the same group on a different date? My current thought process is to create different columns with "XYZ" and if XYZ is checked, run the "invite" script, and if a column with YZX is checked, run the "poll" script. If there's an easier way to be able to run certain scripts limited to certain items/lines, that'd be great to know.

Thanks,

Mike

Georgie

Hi @MBurdman,

Your idea of using columns to trigger ‘scripts’ or workflows is a great idea! I’d suggest creating one dropdown column with two options. Then, you could set up automated workflows on your sheet, based on a date column in the sheet (set the trigger to When a date is reached and select Date field, then select the date column from your sheet you want to use). 

You can then add a condition block and set it to use your dropdown column, saying “Where [dropdown column name] is [Option 1], then set your action block for that condition to send the relevant form link (see Manage and distribute a form for information on how to copy a form URL, and see Customize your alerts and requests for information on setting a custom message in the action block). 

Next, you can add a condition path in the workflow and set it to when the dropdown column is the other option, and an action block for that condition to send the second form. 

Your workflow would then look something like this:

Alternatively, you could set up separate workflows if you’d like the trigger to be different for each workflow (for example if you’d like one workflow to trigger based off a change in a row, or to run once a week, or based on a different date field in the sheet). For more information on triggering workflows, take a look here: Trigger blocks: When your workflow is executed.

Hope that helps!

Georgie