Can i create form to edit existing data

Daniel.kelly

Hi, I am trying to work out if smartsheet is able to create a form to edit existing data , i have a project looking after around 900 stores with constantly moving and updated items within the stores i wanted to know if a i had a specific data source "Store ID number" for example, that when you enter the store ID it pulls the existing data from each column and pre populates the form based on last time it was entered for the store team to review and when something inside thier store changes are able to adjust inside this form which would then update a sheet creating a live master store list.

Another thought was if it could not overwrite the master file could it create a new entry and delete older duplicates.

Apologies as i am also pretty green with smartsheet i have been using for quite some years but only in its basic form.

Any help or advice would be greatly appreciated

Regards

Naeem Ejaz

Smartsheet forms are primarily for creating new rows, not editing existing ones. They do not support record lookups (e.g., enter Store ID and auto-populate existing data for editing).

Option 1: Use Update Requests (Best Native Solution)

If you already have rows (e.g., each store has one row), you can:

• Use Automations > Request an Update.
• Trigger it manually or based on criteria (e.g., every month).
• Smartsheet sends a link to a mini-form pre-filled with existing row data.
• Users edit only what’s needed, and updates are written back to the master sheet.

Option 2: Use Dynamic View (Smartsheet Add-on)

If you have Dynamic View, you can:

• Create a secure, filtered interface per user/store.
• Users log in, see only their store's row(s), and update in-place.
• Can be used repeatedly, and respects access rules.

Naeem Ejaz

Smartsheet forms are primarily for creating new rows, not editing existing ones. They do not support record lookups (e.g., enter Store ID and auto-populate existing data for editing).

Option 1: Use Update Requests (Best Native Solution)

If you already have rows (e.g., each store has one row), you can:

• Use Automations > Request an Update.
• Trigger it manually or based on criteria (e.g., every month).
• Smartsheet sends a link to a mini-form pre-filled with existing row data.
• Users edit only what’s needed, and updates are written back to the master sheet.

Option 2: Use Dynamic View (Smartsheet Add-on)

If you have Dynamic View, you can:

• Create a secure, filtered interface per user/store.
• Users log in, see only their store's row(s), and update in-place.
• Can be used repeatedly, and respects access rules.

Daniel.kelly

amazing thank you