Populate Data from Sheet Into Form

Jon Barto

Hello I am trying to populate data from the sheet the form is connected to back into the form.

We only need one person to approve the change order. On the sheet when the Job name is selected from a dropdown menu it pulls in all the data from our master sheet such as name, email, job address, ect into the sheet. (via index match)

I will be creating a doc u sign set up based of what person selected to sent change order to. Ususally there are 2 Homeowners.

As you can see here I don't know who homeowner 1 or 2 is based on this form. Can I pull the Homeowner 1 name into the form? or is there a way to populate a dropdown based off the homeownwer name.

I do have a homeowner 1 name column and a homeowner 2 name column that has their names pull in from our master list using index/match.

Or is there another work around to do the this from the form?

Andrée Starå

https://community.smartsheet.com/discussion/141686/populate-data-from-sheet-into-form

Hi,

I hope you're well and safe!

You could use the URL query feature to populate the form from the sheet.

When you click on the URL created using the URL query, it will open the Form layout with fields already filled in.

You could use an Automated Alert Workflow and include a link to the form pre-filled by using the URL-Query feature.

More info: https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏