Form Approver sees field name, not label

12/10/20 Edited 12/10/20
Answered - Pending Review

I have a form filled out and approved by two parties not associated with smartsheets. Testing the application, i noticed that the approver doesn't get to see the same form as the person who filled it out. They see a different form. The main difference is the field names. The approver sees the name from the smartsheet column and the person who fills out the form sees the label name.

Is there a way to change this?


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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Josh Runnion

    Not sure I follow.

    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, [email protected])

    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.

  • Hi @Andrée Starå

    I revised my comment. I published it while it was being revised.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Josh Runnion

    You'd need to change the column names in the sheet or add so-called helper columns that show the correct column names and use that for Approval.

    Make sense?

    Would that work/help?

    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.

  • Hmm. That is an oddity. Seems like an oversight by smartsheet. I'm not sure why they wouldn't simply have the approver see the same form that the user sees. Even when the approver follows the link (via the "View Request" button in the email) the browser opens to a page that looks very much like the form but with the labels changed to the column name, and the field order rearranged.

    Do you have a link to "helper columns"? I've never seen that functionality.

    Thanks for the help!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Josh Runnion

    I hope you're well and safe!

    Excuse the late response.

    A helper column is a column that doesn't have any function except helping with the structure/process. There isn't any documentation.

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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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