Fillout form with data from smartsheet
Hello,
Is it possible to create a form and have automatic (linked) certain fields into the form.
This to create a form and have it possible to print out as a paper backup. This instead
of printing a report.
Same like to use Word and have some fields fill in from spreadsheet.
Please let me know,
Thanks,
Rudy
Comments
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Hi Rudolph,
Yes, two different ways come to mind. One would be to print the specific row/record in Smartsheet. The second is to have a link that would fill in the fields/options in the form and then print the form.
Would any of those options work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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If I understand your question correctly, when building a form, you can have fields set with a "Default Value".
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Thank you Andree,
But how would I do option 2.
Say form is like this ( just a quick example, but want to do this with a real form)
---------------
This is a test form
Can you please Order : field 1
Name : Field 3
Adres : Field 4
Place : Field 5
Thank you,
aasdasdasAnd this fields are cells in a sheet.
Can I pull this info from a sheet and then print.
Thanks for your help.
Rudy
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Thanks Paul.
But No, I would like to have a Form (Document) with fields filled from sheet.
And then would be able to print,
Thank you for you help,
Rudy
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Happy to help!
I think the easiest solution would be to print the rows from the sheet. Can you describe the process in more detail so I can give a better recommendation?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hello,
I found the perfect way to do what i want with merging the date into
a google doc by way of the smartsheet addon merge option as described
in the support video.Thank you for your help
Rudy
-
Excellent!
Yes, Smartsheet Merge is great.
Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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