How to auto identify, in sheet, which of multiple forms are submitting row data?
Similar to how the Auto-Number/System Created (Date) auto populates the date the form was submitted. I'm looking for a way to identify the form that added the row data when submitted, so the Originating Form.
I thought it was the Auto-Number/System Created By feature, but that just outputted a generic email that doesn't identify a form and is meant for users that are required to sign into Smartsheet to fill out the form.
How would I go about identifying which form is outputting the row data other than guessing based of the date submitted?
Thank you in advance.
Best Answer
-
No worries!
It's not a formula. You'd only need to add a column (Dropdown list) and add the different Form options you have.
You'd then add the column to the forms and set the default value to identify it and hide it.
Make sense?
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.
Answers
-
Yes, you could add a so-called helper column and include it in the form and hide it and set it to a default value that could be used to identify which form it is.
Would that work?
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 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.
-
I guess you lost me. What formula could be used in a helper column to identify a form?
-
No worries!
It's not a formula. You'd only need to add a column (Dropdown list) and add the different Form options you have.
You'd then add the column to the forms and set the default value to identify it and hide it.
Make sense?
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.
-
So something like this (which I assume I would need to have unique Form names to work properly):
And then in the Form it would look like:
-
Yes, that is correct, and select the Default Value.
✅Remember! 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.
-
I got it now. And select the name of the form for the Default Value. So it's not fully automatic. Just every time I create the form I need to manually change/add in the form identifier I want to use. That works for me.
Thanks, @Andrée Starå!
-
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 137 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives