collect multiple records data with one form

09/16/20
Answered - Pending Review

I need to collect tabular data (list of chemicals products used in their products with quantity and other info .. ) from several suppliers .

Id like to use smartsheet forms which are open in the Internet .

But I need to collect tabular data , ( which means filling multiple records of a smarsheet ) with one single form .. how can I do that ? 

Answers

  • StefanStefan ✭✭✭

    Hi @fabio.bertellotti,

    one form creates one row in a sheet.

    You can set the form so that it reloads after you submitted data. Would that help?

    Greetings

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • maybe yes Stefan . how do i do that ?

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 09/17/20

    Hi @fabio.bertellotti

    To add to Stefan's excellent advice.

    I've developed 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.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • StefanStefan ✭✭✭

    Hi @fabio.bertellotti,

    when you create a new form there is one section to design the content of the form and another section (top center) for the settings. In the settings you can define what should happen when the form is submitted.

    Find more infos about forms here:

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    More info.


    Form Submission - What should happen after form is submitted

    Control what the form submitter sees after submitting the form. You can either display a confirmation message, reload the form so it can be submitted again, or direct the submitter to another URL. (The URL will load in the same browser tab. If the form is embedded on a web page, the URL will load within the embed window.)

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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