Pop up form requiring description
Hi Everyone,
I am trying to create a checklist for my organization and have everyone check off on their task by inputting a "yes" or "no" using a drop down list indicating weather the task is completed or not respectively.
What I want to happen is, if they answer "no" on the Smartsheet, that there will be a pop up of a form requiring them to fill out before moving forward with any other items on the checklist.
Are there any functions similar to what I described? and if so how?
Thank You!
Comments
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Have you tried to use Automation to create an update request immediately following the "No" response from the user.
I am not sure that it will prevent a user from moving on but it will prompt them to finish filling out the details.
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Check out Update Requests. You can have them automatically sent if a response changes to "No".
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Cuong,
Another option to an update request could be to use a combination of formulas and conditional formatting to highlight a message with a link to the form or similar when the answer is no.
Would that work?
Have a fantastic weekend!
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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