How to use Form response to retrieve the right template?

Amanda Chu

I have 7 templates for client renewal. I want to create a workflow either with a form or formulas, the user will select the right template for the client renewal and automatically added to the Master Client Renewal Project Plan.

Example 1 - Client Renewal - Template A

Example 2 - Client Renewal - Template B

Example 3 - Client Renewal - Template C

All 3 clients above have 3 different templates but they are all track on the same sheet with same fields. The difference are the task associated in the template.

How can I accomplish this using a form or formulas?

Thank you!

Andrée Starå

Hi @Amanda Chu

Not sure I follow!

Are the templates one row or multiple rows/parent/children?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Amanda Chu

Hi @Andrée Starå ,

They are not real Smartsheet Templates. I called them "templates" because the workflow is where 5 - 7 Project Managers will use these 7 sheets to select the types of Client Renewal they are. The 7 different Client Renewal sheets contain a parent row and children row underneath. There are different tasks associated to each sheet. Attached is a sample screenshot.

Thanks and let me know if you have any other questions.

Amanda

Andrée Starå

@Amanda Chu

I hope you're well and safe!

Excuse the late response.

Crazy times and I missed coming back to you.

Have you solved it, or do you still need help?

Happy New Year & Stay safe!