Auto populate data in Forms

edited 12/09/19 in Using Smartsheet
02/07/19 Edited 12/09/19

I am trying to auto populate the data in Forms for example if we select ID the corresponding fields will get auto populated with required values.

As per the attachment if we enter any ID in the CUS ID field it should populate the PSS First Name, Last Name, email and Manager email.

I tried to do this by cross sheet Vlookup function in main spreadsheet but it didnt worked for me.

Can anyone suggest me how to fix this.

Form query.png

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

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

    Please submit an Enhancement Request when you have a moment.

    There are third-party form services like Google Forms or similar that can do what you want.

    A workaround could be to send an automatic update request after the form is submitted.

    Would that work?

    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.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    While you cannot auto populate the form like this, you could use the VLOOKUP function to pull the data after submission.

    thinkspi.com

  • Hello,

    Does smartsheet have the capability to auto populate data in Forms now?

    Thank you

  • Hello, I am wondering the same thing, has this feature been added?

    It would be very helpful if the default value field behaved in the same manner as a cell, where you could add formulas and cross sheet references.

    Thank you!

    Chris Marker

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Chris Marker

    Unfortunately, no, it hasn't been added.

    Please submit an Enhancement Request when you have a moment

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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.

  • Hi All,

    I have a similar issue with my form. as what I wanted is,

    1. I have data with a unique id given in the primary column and I have added a form link in another column.

    I there any way that, whenever someone clicks on the link, it should auto-populate the unique ID into the form?

    Can anyone please suggest and help on this.


    Thanks!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Nilesh

    I hope you're well and safe!

    Yes, you can use the URL query feature to do that.

    When you click on the URL created with the help of the URL query, it will open the Form layout with fields already filled in.

    More info:

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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.

  • Hi, @Andrée Starå Thanks for the prompt reply.

    i am trying to do but it's not working as I have to give reference from another column where a unique id is defined. So the link will come at the link column. so how can I add/give reference to the first column.


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nilesh

    Happy to help!

    It would look something like this.

    https://app.smartsheet.com/b/form/Y[email protected]

    It looks like your screenshot is showing an Excel sheet, but you are trying this in Smartsheet, correct?

    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.

  • Hi @Andrée Starå, Yes i am trying this on smartsheet only that was just an example.

    sorry, Thought its gonna work or I might missing something. Getting this output as I tried to do this.


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nilesh

    Strange!

    It looks correct.

    I'd be happy to take a quick look.

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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.

  • Hi @Andrée Starå, I have shared sheet with you.


    Thanks in advance!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nilesh

    Glad we got it working!

    Happy to help!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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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