Using Forms as a Checklist

I have a list of 96 items which need to be checked off as a QA task. I have the 96 items in the Primary Column and I have 8 further columns, four checkboxes for "Compliant", "Non-compliant", "Unable to Check" and "Not Required", one plain text column for "Comments", one contact list for "Next Action For" a text column for "Required Action" and a final column with "Date Required By".

I want to be able to use a form that can be opened on a mobile device and the items checked off and commented against. From looking at other Forum posts it seems that a form will only add a new row, so in effect item 97 and it can't update existing rows. I can't find a discussion any later than 2015 though, so I was hoping the functionality may have been added or a workaround found. I don't really want to send an email with 96 actions that need to be individually selected and updated.

I'm guessing this is because the forms can only push information to Smartsheet and can't pull the information for the next row?

Here's hoping it's possible...

Regards. Ben.

Find more posts tagged with

Forms

Support

Product Development

Comments

Mike Wilday

At this point, forms only create new rows. But you could set up an update request that reoccurs and sends out regular updates. This would be based on a time or otherwise and would require it to be pushed out each time it needed to be updated as update requests only work once and then a new update would have to be pushed.

https://help.smartsheet.com/articles/504779-using-update-requests

MattH

Mike, if the frequency for an update request to say weekly, wouldn't the recipient receive an update request weekly regardless of whether or not the update request was updated the previous week? Or am I misunderstanding?

Mike Wilday

Yes, they would receive a new request. But the way that a request works, is, once a request has been accessed from email, the link to the update form dies. So a user would only be able to use the Update Request once to update the form, then they'd have to wait for the next one to come. They couldn't use the same request to update the sheet more than once. Make sense?

Bladerunner

thanks, Mike. That is an acceptable work around for what I'm trying to achieve.

Sign in to join the conversation!

Quick Links

Trending discussions

SUmmary in Report Widget
How can i create a Report widget that only shows a status with "red status" from my main data source? Do i need to create a separate data source on just my "red status"
Folder Level Sharing
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Restore multiple cell changes from Snapshot
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…