Smartsheet contact list and form

macfarls

I am trying to create a smartsheet that will send a form to the emails I have listed in the sheet and collect addresses from the form. I created a contact list and added it to the form, but when the form is submitted the information collected it is creating a new row rather than adding the information to the row the contact was selected. What can I do to fix this?

Louis1

The issue you're encountering is that when a form is submitted in Smartsheet, the data is being added as a new row rather than updating the existing row corresponding to the contact selected in the form. This behaviour occurs because Smartsheet forms are designed to create new rows by default for each submission (ie it's doing what it was designed for).

You can use Dynamic View (premium app) which allows users to update the required columns only thereby not creating a new rows.

Alternatively, you may need to incorporate two sheets (master sheet, and the (second sheet) where form users supply new row information). There will need to be an index-match (or vlookup)-like formula to return information to the master sheet.

Hope this helps !

L.