using external data in a form and sheet and for validation
Our company has an internal application. I would like to reference this application's data in a form and in a sheet:
- When a user is submitting a form, it lets them select a value from a drop down that is populated from data in this external application
- When a user is submitting a form, it lets them enter free-form text that is cross-referenced/validated against the external data to verify the user entered valid data (an internal ticket ID for example)
- After a user submits a form and a row is added to a sheet, some columns are auto populated with data that comes from the external data
Is this possible using Smartsheet and if so, how?
Comments
-
Hi,
What kind of application and data is it?
Can you describe your process in more detail? That would make it easier to help.
.
When a user is submitting a form, it lets them select a value from a drop down that is populated from data in this external application
There isn't any way to do that in Smartsheet without using a third-party service or the Smartsheet API.
When a user is submitting a form, it lets them enter free-form text that is cross-referenced/validated against the external data to verify the user entered valid data (an internal ticket ID for example)
There isn't a way to validate the information in Smartsheet forms at the moment, but you can validate it after it's submitted or using a third-party service.
After a user submits a form and a row is added to a sheet, some columns are auto populated with data that comes from the external data
If the data is imported to Smartsheet, then it's possible. The Premium add-on Data Uploader is an excellent option to simplify the process.
More info: https://www.smartsheet.com/datauploader
Hope that helps!
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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