Multiple forms to a record
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
-
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.
Dr. St Nicholas Burrus DHA, PMP
I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.
-
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 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.
-
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
-
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 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.
-
I would also suggest update requests which can be triggered to automatically send based on a specific action or date.
-
@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.
-
@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))
-
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, andree@getdone.se)
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.1K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 444 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 450 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 290 Events
- 35 Webinars
- 7.3K Forum Archives