Enhancement Request - Multiple Rows From a Single Form Submission - Multiple Lines

10/08/20
Answered - Pending Review

Having the ability to create multiple line item entries on a single form. Meaning, let's say you create "header" information 1x on a form, but then enter multiple Line Items (which end up as separate rows) rather than having them extend into multiple columns. Data is not user friendly by any means in this current format, and limits the dynamic of the use of forms. Forms is still great, but this would be a tremendously helpful addition to save time on re-entering header information on a form, such as name, reference numbers, need dates, etc.

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @SupplyChain

    Great idea! That would be a great addition to Smartsheet features.

    If you haven't already, Please submit an Enhancement Request when you have a moment


    As a possible workaround, I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.


    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.

  • Morning Andree,

    Appreciate the reply and suggestion. I'm not sure, but I'm guessing that in your workaround, after you enter the header information, that each time you enter the line item it clears out and you can't see what you just submitted, and then you submit the next line item. It'd be ideal that while a person is entering their list of items needed, they can see them as a review before submitting the form. Below is a breakdown of what I'm envisioning for a solution. Smartsheets does exactly what I need...but for one single line item and I need duplicate line items in rows, but filled out on a single form at a single instance. For now, I'm assuming this isn't possible in current Forms, and will pursue alternative solutions. Problem is finding the dynamic form solution, cheap. GoCanvas/etc. have the solutions but they come a relatively hefty price in comparison.


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @SupplyChain

    How did it go?

    Did you find a solution/solve it?

    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.

  • @Andrée Starå

    Can you show me how this double form would work?

    Im struggling to visualize it.

  • @Andrée Starå

    Can you also show me how the double form works?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Paul Hansen & @SB MS

    I hope you're well and safe!

    I'd be happy to share an example. 

    Please send me an email at [email protected], and I'll share it with you.

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

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