Customer Form Submission Triggers Internal Form Request

IrohGroup1
IrohGroup1 ✭✭
edited 12/09/19 in Smartsheet Basics

We receive bid requests through web form into smartsheet.  I would like that form to 

1. Automatically create a form request for our estimator to fill out the estimate

2. Can the customer entered data autofill on the new form we fill out internally (items like name and address)?

3. As forms are filled out can a seperate column where we keep status (i.e. Bid Requested, bid submitted, bid accepted, etc) can that status auto update when tasks like submitting forms are completed?

 

Thank You

 

Jerry

Tags:

Comments