using external data in a form and sheet and for validation

nacho

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 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

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