Multiple forms to a record

07/17/19 Edited 12/09/19

Hi,

Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ?

Providing an example below for more clarity - 

Lets say we break the client engagement (an enquiry -- lead generation -- service agreement) flow into multiple stages such that at each stage the relevant information is obtained from the client which needs to be stored against the same client ID.

Any help will be appreciated.

Thanks & regards,

Ankit

 

Comments

  • Nick BurrusNick Burrus ✭✭✭✭✭

    Not at this time. But, there is a workaround for this, but, it is a very time consuming workaround. I can describe it in detail if you so wish. 

    Nick Burrus, MAOL, PhD Doctoral Candidate

    I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Ankit,

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

    Please submit an Enhancement Request when you have a moment.

    As a workaround, I'd recommend using update requests after they submit the initial form.

    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.

  • Thanks Andrée,

    Have filled the enhancement request form, feels good if you bounce upon ideas worth considering. :)

    Secondly, to your suggestion will try out the update request.

    Thx again.

    Ankit

     

  • Thx NBurrus,

    An just trying one of the workarounds (update request) as suggested in the thread below. Were you suggesting the same solution as well ?

    Will definitely buzz you in case that doesnt work out. Could you pls help me with your mailing address will DM you (in case).

    Thanks & regards,

    Ankit  

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Another idea.

    You could submit the initial row thru a form and then we could add all the other values in another sheet and collect those values to the correct client in the main sheet with the help of cross-sheet formulas and VLOOKUP or a combination of INDEX/MATCH.

    Would that work?

    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 ✭✭✭✭✭

    I would also suggest update requests which can be triggered to automatically send based on a specific action or date.

    thinkspi.com

  • @Andrée Starå That's actually an interesting solution, but I don't think it'll work b/c there will be multiple values in the Status Drop down. Additionally, I'd like to get rid of any vlookups b/c moving columns gets tricky then.


    I wish in the Update Request, where you could specify columns you want the user to see, you could Hide/Set a field (like you can on a regular form.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    @Mike Rini Have you looked into INDEX/MATCH in place of VLOOKUP? INDEX/MATCH is much more flexible and does not require the source columns to be static.


    =INDEX({range you want to pull from}, MATCH("unique value", {range housing unique value}, 0))

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Mike Rini

    Thanks!

    There might be a workaround to make it work.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (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.

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