Create a Form that can go to different people

04/30/18 Edited 12/09/19

I am trying to make a sheet and a form that will allow me to notify different people from different departments to make sure they get the correct information.  Can this be done and if so how.

 

Please let me know

 

Popular Tags:

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Justin,

    Can you provide some more information on your our specific use case?

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Mike WildayMike Wilday ✭✭✭✭✭

    You can create multiple forms for each sheet. But the forms themselves don't send data, they just allow users to input data. To deliver data you could send notifications to people, or you could share reports that show only their data. 

    https://www.smartsheet.com/videos/reporting-in-smartsheet

    https://help.smartsheet.com/articles/522221-collect-information-form

    https://www.smartsheet.com/blog/support-tip-using-multiple-forms

  • I would like to be able to have the form information that is created and when a person hits send from the form that we created go to a different department such as the following:

     

    We have a form for drafting and it goes directly to a person in drafting.

    Also we have another form that is requesting us to place an order will it go to that person. 

    This would all be from a Master sheet.

  • Is there a way to set up the notifications to the certain departments based on which form is used?

     

  • Mike WildayMike Wilday ✭✭✭✭✭

    In essence, yes. You could have a contact column that they populate with an email address. Or you could have the form auto-populate the contact field and make that field hidden in the form. Then when they submit the form the notification could be set on that email address, when a new row is added or based on any number of criteria. You would designate the contact address from the form itself. 

Sign In or Register to comment.