using external data in a form and sheet and for validation

edited 12/09/19 in API & Developers
08/09/19 Edited 12/09/19

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?

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Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 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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