How to use Forms for populating Sheets

10/31/18 Edited 12/09/19

I have bunch of demo units that are used by sales people.  I want to use Forms to automatically populate a sheet with a customer name, the desired start date of a demo and the planned end date. Subsequently, I want to use Form to release the use of the demo unit (i.e., make it available for others to use it) as well as attach a report about the demo. 

Can I get a tutorial on how to do this?  I am new to Smartsheet...

Thank you!

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  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Tomi,

    I have bunch of demo units that are used by sales people.  I want to use Forms to automatically populate a sheet with a customer name, the desired start date of a demo and the planned end date.

    That would work great with forms.

    Subsequently, I want to use Form to release the use of the demo unit (i.e., make it available for others to use it) as well as attach a report about the demo.

    If it's ok that the information gets registered on its own row, it will work. Otherwise, you could use an update request, report or something else.

    Can I get a tutorial on how to do this?  I am new to Smartsheet...

    Anything else you need?

    I hope this helps you!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    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.

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