Smartsheet forms

sahilhq

Hi,

On a daily basis I fill a Smartsheet form, i.e. load 10+ entries at a time. Is there a way to raise several entries using the form in a batch, to save keep repeating the same standard information (name, email, etc.)?

Andrée Starå

Hi Sahil,

I’ve created a two form solution where you add the primary information to the first and when submitted form two loads and that one reloads after each submission.

I then have conditional formatting set up in the sheet to split the different main submissions.

Make sense? 

Would that work?

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!

Andrée Starå

Hi Sahil,

I’ve created a two form solution where you add the primary information to the first and when submitted form two loads and that one reloads after each submission.

I then have conditional formatting set up in the sheet to split the different main submissions.

Make sense? 

Would that work?

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!

sahilhq

@Andrée Starå Can we not have just one form? I was looking to get this personalized feature just for me. There are hundreds of more people on this project who use the form but not as much as I do so ideally speaking I would like to stick to having one form for those people and for me as well.

Andrée Starå

Ok.

You could make a copy of the form and add default values to the form that you use if that's what you mean?

Would that work?

sahilhq

One of the questions we ask in the form is for people to enter their name and their email address. That will be different for all users. Can I have default values set for myself only in the form while all other users don't see the default values? How do I make a copy of the form?

Andrée Starå

Yes, you can. See screenshot below.

sahilhq

Thanks!

Andrée Starå

Happy to help!

✅Remember! 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!