Smartsheet forms
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.)?
Best Answer
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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!
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.
Answers
-
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!
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.
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@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.
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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?
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.
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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?
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Yes, you can. See screenshot below.
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.
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Thanks!
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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!
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.
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