Formula not applied to Form entries

Hello,

I have formulas applied to a few columns in my sheet. When I manually enter a new row the formulas are applied. However, when a new row is added because someone filled out a form the formula doesn't get applied. How can I fix this?

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Kelly,

    First check that the below conditions are met.

    If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.

    Conditions That Trigger Formula Autofill

    You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:

    • Directly between two others that contain the same formula in adjacent cells.
    • At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • Above or below a single row that is between blank rows and has formulas.

    More info: 


    What's the formula/formulas? Are you referencing any Sheet Summary Fields?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Yes, here is the screenshot. All information is sample data and not proprietary.

    New quotes get submitted with a form sent to a vendor and act as a parent to the invoices that get manually added later. There are formulas in the "Amount Outstanding" column to calculate invoices and quotes (as seen in red and green). But because there are not formulas in the invoice rows a new quote row added by form cannot take advantage of the Formula Autofill Triggers. Is there a way around this?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Kelly McGill Yes, with the right structure, we can make it work. One way would be to have the form added to the top of the sheet and then move it to the correct position. You'd need to add at least two rows with the formula structure for it to autofill. We can probably make it work if you add it at the end as well if you prefer.

    What do you think?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.

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