I need a form solution for repeating sections within a form.

KarenTF
KarenTF ✭✭✭✭✭

I'm trying to create an assessment form that will vary depending on what location is submitting the form. More specifically, the form will want the same information per section, but the number of sections is not predefined (i.e. some places might only have 2 activities to list the info, while others may have 20+ activities to provide the same info set. But without having to pre-build dozens upon dozens of columns, is there any better solution for creating table-like forms in Smartsheet?

Answers

  • Brian Wilson DC
    Brian Wilson DC ✭✭✭✭✭

    @KarenTF Will the same locations always have the same number of tasks? I.e., if I pick the "Maine" location will I always have to answer the same two activity questions? If, yes, then you can build your form using the logic options. Click the logic button on the right side for the dropdown location list you have and you can set the form to prompt back specific fields depending upon what location is selected. It will look something like this:

    image.png

    So when they sign onto the form all they will see is "Select Location" and then once they select the specific location it will populate the rest of the form. You can also apply logic to each populated field, such as, having a question that asks, "are there any problems to report"? If yes, then it can populate a notes field. If no, it doesn't populate one.


    I hope this helps! If you need something more specific please let me know.

    Regards,

    Brian

  • KarenTF
    KarenTF ✭✭✭✭✭

    This will not work for what I'm trying to accomplish. Let's say for different locations and departments, different Activities take place, and no two places will have the same number of activities. But for each Activity, I will need specific information (see below):

    image.png

    So to try to create this not knowing how many Activities a single location department will have seems inefficient as there could be upwards of 40-50 activities per location/department. And this is only one section of the form - the rest of the form will have similar repeating sections but for other information. Does Smartsheet have any solutions for these types of form builds?

  • Adam Murphy
    Adam Murphy ✭✭✭✭✭✭

    @KarenTF Do you mean you want to essentially re-use the same fields for multiple activities in the same form submission? Unfortunately that will not work due to how Smartsheet works. Every form submission is a row on the sheet, so there would be no way to use the same "Requested RTO" field, for example, to capture that value for 40-50 activities in the same row….you would need a corresponding field for each activity. The only way to reuse those fields is to only submit one activity at a time so you would get 40-50 ROWS instead of 1 row with 40-50 Activities spread across 400 columns (the maximum, which I suspect you will reach before you finish creating all your columns)).