Can it be done? Creating a workflow with a form from a seperate spreadsheet.
Hello -
I have setup a sales pipeline spreadsheet and a separate proposal tracking spreadsheet. I would like to create a automatic workflow in the sales pipeline sheet so that when "Proposal" or "Pitch" is selected as a status in the pipeline a automatic workflow takes place to present the form for the proposal tracking spreadsheet.
Is this possible to have two sheets working together in this fashion?
Comments
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Hi Julianna,
Yes, it is!
Can you describe your process in more detail and maybe share the sheets or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
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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Hi Andrée -
Thank you. I've attached screenshots of the pipeline report and the submission form for the separate proposal tracking. The pipeline report, is based on the smartsheet template.
Any guidance you can offer, is greatly appreciated.
Regards,
Julianna -
Happy to help!
There are different ways to set this up, here are two options.
- Have an alert sent with a link to the form when the status change
- Have a column in the sheet with the link and color the background so it's almost invisible and when the status change there is a conditional formatting rule that changes it, so it's more noticeable. Something like: "LINK" <<< Click here to open form
Would any of those options work?
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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