Updating Existing Row from Form Data

Sheryl Sheldon

Hi - I have a request to create a sheet where a team member wants to input data, and then send a form link out for additional information to be collected. We would all of this information to be populated on one line Does anyone know if this is possible, and if so, how to do it? Thank you!

Sheryl Sheldon

Cincinnati Children's Hospital Medical Center

Andrée Starå

@Sheryl Sheldon

Excellent!

You're more than welcome!

✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

ChiliMan

You would have to use update workflow. The best practice there is have a user column and populate who it is going to go to. your trigger could be one of the column you are prefilling. Another option is to have a "trigger" column if you want manual control over when to send the update.

Sheryl Sheldon

Thank you for your response! I don't think I'm 100% clear on how that would work. So, if I have a user enter manual data on a sheet, then I have another user complete a form which puts data on the sheet, how do I get the data to go on one line? I don't need anyone to be notified that the sheet was updated. Does that make sense?

Andrée Starå

Hi Sheryl,

@Sheryl Sheldon

Did you get this working or do you still need help?

Would it work if the form was submitted first and then you’d send out an update request to have everything on the same row?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help or 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!

Sheryl Sheldon

Hello,

Yes! I was able to get this to work. I created a workflow that when a check box is clicked, that an email form is sent to an email in another field which populates the line we need it to you. Works great!

Thank you for the follow-up!

Sheryl

Andrée Starå

@Sheryl Sheldon

Excellent!

You're more than welcome!

✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Magali Dupont

Dear Mrs. Sheldon,

I'm a new user of Smartsheet and I'm very much interested in your solution but I don't quite get it. I don't know if it's because my first language is French and I don't quite grasp what your describing but anyway... would it be possible to contact me and explain to me what you did in further details?

Thank you,

Magali Dupont

magali.dupont.cisssmc16@ssss.gouv.qc.ca

Magali Dupont

To be more precise, how did you manage to send an update request to an email included in a specific field of your workflow?

Thanks again.

Magali

Andrée Starå

Hi @Magali Dupont

You’ll have to use a so-called helper column (Contact Type) and use that for the Update Request. You need to add a formula to the Contact Column that collects the email from the column used in the form.

Some thing like

=Email@row

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!