Adding a row via a form is acting differently than adding a row directly to the Smartsheet
I have a Smartsheet that is a list of contact dates, with multiple entries per person contacted. There are First Contact rows and Followup Contact rows.
I have a form to enter the data.
I enter the names into a column that is currently set to a single select drop down, but is not restricted to dropdown values. The column is not locked.
When we enter a row, via the form for Followup Contact, we can select a name from the drop down list and the row is added as expected. This is good. And it is necessary to have a drop down list, so that the names get entered with the same spelling, time after time.
When we add a First Contact row via the form, we cannot enter a name that is not a value already in the dropdown list, even though we do not restrict the column to dropdown values. We used to be able to do so. However, if we go straight to the Smartsheet and type a name into that column, it will let us add the new row.
It seems like adding a new row should be the same regardless of our adding it via a Form or typing directly into the Smartsheet.
Thanks for any help.
Teri Ann Oursler, DVM
Answers
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Hi @TeriOWY
Strange!
It should work!
September 10, 2020
We have released two enhancements for web forms and the form builder.
First, it is now possible for web form respondents to select list values and/or enter their own values in the same contact list or dropdown list field. To allow this, open the column properties window for the contact list or dropdown list and make sure that the checkbox to restrict values is unchecked.
Second, when adding a symbols field to a form, you will now see the actual symbols in the form builder, and form respondents will see the symbols in web forms--making it much easier for them to select the right ones and submit accurate information.
I'd be happy to take a quick look.
Can you 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 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.
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Andrée,
Thank you so much for the response. I have checked:
make sure that the checkbox to restrict values is unchecked.
And that it is also not a locked column. It is part of a formula for a locked column, with the formula in the locked column being:
=[Name for Autofill]4
I am attaching a screen shot of my Form and the Column properties, as I must be missing something.
Teri
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Happy to help!
Everything looks correct.
If you haven’t already, I would recommend that you reach out to the Smartsheet Support Team.
Let me know how it goes!
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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Thank you, Andrée, for checking my work. :-)
I will reach out to the Smartsheet Support Team.
Teri
-
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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