Creative ways to show a form to a user
Hi,
Not sure if this is possible but I thought I'd ask in case anyone has a creative workaround. I have a scenario where I want to send certain columns from one sheet to another. I'm able to do this using a checkbox and Zapier that does the heavy lifting. However, I'd love for there to be a way to bring up a form when a checkbox is entered - so when the user needs to send the data to another sheet, they could check the box and have a form pop up so they can enter some additional information that's sent to this other sheet.
As I said above, I don't think this is possible, and I know the alternative is to just have the user navigate to the sheet to input the information, but I thought I'd ask anyway...
Thanks
Colin
Comments
-
Hi Colin,
A possible workaround could be to trigger an Update Request and fill that in.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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 am trying to accomplish something similar to what Colin described above:
Here are my details:
I have a smartsheet titled "Meetings," that I take notes on. The sheet contains a column with checkboxes to signify whether the note is an Action Item.
I would like for smartsheet to open up a form whenever the box is checked, so that I could enter details for the action Item.
The form would then populate a new row on a separate sheet titled "Action Items."
It would be great if the form would autogenerate a sequential ID number for each new row (such as AI001).
-
Hi @Ian Soares
What I would do in this instance is have a locked column in the sheet that has a Form URL populated as a clickable link in each cell.
That way when I check a box I can open up the Form (in a new window) and fill it out, sending that Form submission to the new sheet with the additional details.
You can use query strings to auto-populate certain content in the form if you need to duplicate some of your current row information. (See: Use a URL query string to prefill different default values for the same form)
Then in the other sheet, you can set up an auto-number column on that new sheet for your ID numbers.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives