Limit Form Entries to 1per Person

Limit Form Entries to 1per Person

edited 12/09/19 in Using Smartsheet

Is there a way to limit form entries to one per person?  Can the link to the form be limited to single use?

Thanks in advance!

 

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Summer,

    How would you want to use it?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hello Andree,

    I have created an employee satisfaction survey.  I would like to limit entries to one per employee if possible to ensure the integrity of the data we are collecting.  

    Thanks!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    I can think of a few ways to set this up. Does it need to be anonymous?

    If not, it could work to make an update request instead.

    Would that work?

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Yes it does need to be anonymous.  It will also be sent to employees who do not use smartsheet at our organization.  If it was sent via an update request, would all employees need to be entered as a contact?

    Appreciate your assistance!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    No, to send the UR you only need the e-mail addresses. You could hide the e-mails and delete them after the answer has been submitted.

    Would that be ok?

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I am not familiar with the process you are suggesting.  Could you provide some details as to how this would work?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Of course!

    Look here for more info and ask away if you have questions.

    https://help.smartsheet.com/articles/2477691

    https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • As a new user, I have the same question. I don't understand the process Andree is suggesting, and the attachments didn't make it any clearer for me.

    I'd like to create a form in which an employee can only submit their response one time. They would not be able to return to the form and make a correction or duplicate entry.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Margaret Conklin,

    I had a new idea! (untested, but should work)

    We could use the automatic move row function.

    If there is already a submission from the employee, it will move the row to another sheet.

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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