Forms - Workflow to track submission

Mo.AlAzzupary

Hi,

Is it possible to populate an existing row using forms? The idea is we have two existing columns (Customer and Due date)and the rest are from the form.

If no reply has been made past the due date, a workflow would automatically send an email to the recipient reminding to complete the form. The problem is, form submissions create their own row resulting to these existing values being useless.

Any work around for this? I am thinking of using this format but instead of count I would use a checkbox then would manually check them if submission has been made. Issue with this is I can't have the whole column as symbol as I have values from the forms below and it does not look nice at all.

Any suggestions for this? Thanks

Andrée Starå

Hi Mo,

I’d recommend having a look at using update requests instead or in combination with a form.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mo.AlAzzupary

The problem with update request is we can only share specific rows. There is a need to have the input by forms.

Paul Newcome

An update request can be sent based on specific row criteria so that only the allowed rows are sent.

Andrée Starå

@Mo.AlAzzupary,

Can you describe your process in more detail? Why don't you think that Update Requests would work?