Form Search and Auto-populate values

edited 12/09/19 in API & Developers
01/22/19 Edited 12/09/19

Hello,

I have the following project I would like to achieve in Smartsheet if possible. I have a master data sheet with information hard coded. The sheet has a key reference number associated with each assigned task. When a user wants to add a task into the master sheet, they have to open the form and enter a key reference number. However, if that user has a key reference number already in the master sheet, I would like it to auto populate those fields into the form so that the user understands not to update fields already in the master sheet. Is this possible with the Smartsheet interface license users are given? Or will this have to be a dev project?

Thanks,

Veronica

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Veronica,

    Unfortunately, it's not possible at the moment, but it's a great idea!

    Please submit an Enhancement Request when you have a moment.

    Forms in Smartsheet is one way, so there isn't any connection. There are third-party solutions that might work.

    Another workaround could be to fill in the form as usual and then have an update request sent if the user already has a key reference number in the sheet.

    Maybe it could work if you had a dashboard showing the sheet on one side and the form on the other and then the user could see if their reference numbers are in the sheet.

    Would that work?

    Have a fantastic week!

    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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