Create Multiple Rows in a Sheet from One Form Entry
Is there any way on a Form to add a checkbox that would allow the user to copy their information over to a new form entry (and then just make other small changes)? Similar to how you would check a box that says shipping information is same as billing information.
We have managers entering new projects into an Intake form and this would save time when they have multiple deliverables that are almost identical, with just a small tweak like the type of deliverable. We need to represent each one in a row in the project list sheet.
I was initially thinking you might be able to set this in the Form settings when it asks what to do once a form is submitted. Any creative workarounds or inexpensive apps?
Answers
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Hi Lynn,
I developed a solution using two forms that can be used to submit the main information and then the other information on a new row for each submission after the first.
Would that work/help?
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!
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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I'm not sure I quite understand how the two forms work together. Is there an example that i can see? From the user perspective, did it look like they had to go to two separate forms?
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In my first version it was to different forms, but the second one loaded automatically and looked almost the same except for some other fields.
I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
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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hi andree. i intend to create purchase order with your work around. i have sent an email request the example. thx a lot.
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