Add data to columns using a form

amberman

Hi all,

We have a sheet with thousands of unique orgs and need to collect additional data from them after signup, like bank details, a logo upload and user email address. Each org has a unique company number. Is it possible to use that as a unique identifier of the org so that the form will use the data entered by them to complete the columns for bank details, add the logo to the correct row etc?

Can I do it through a form or do I need to create a new sheet and use cross sheet formulas to achieve what I'm trying to do?

Hope you can help!

Barry

Andrée Starå

Hi Barry,

@amberman

If possible, I'd recommend using the Update Request feature instead because then everything will automatically be added to the correct org. If you can't use the Update Request feature, I'd recommend adding the forms to a new sheet and use cross-sheet formulas to collect it to the main sheet, but it won't work with attachments.

More info: 

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

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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