Contract Management

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Can you automatically hyperlink from a form if they select a certain answer?


Or can smartsheet create a new form each time someone answers yes in a specific question in a form?

Best Answer

  • SharonR
    SharonR ✭✭✭✭✭
    Answer ✓
    Options

    Here is an easier question...

    I am building a procurement set in smartsheet, we are a small office but we need to be able to create a fluid system that allows our procurement advisor to have an overview of all agreements across the different units and including any and all variations.

    So we will have the following

    1. A form that populates the contract info
    2. Another form (separate sheet) for the milestones aligning back to the above via a Project & Contract ID.
    3. Another form requesting a variation to be completed when changes to the original contract changes.
    4. All must link back to the first sheet
    5. Only the relevant milestones and variation to a contract are linked into the first sheet.

    Is this at all possible with smartsheets?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @SharonR

    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, andree@workbold.com)

    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.

  • SharonR
    SharonR ✭✭✭✭✭
    Answer ✓
    Options

    Here is an easier question...

    I am building a procurement set in smartsheet, we are a small office but we need to be able to create a fluid system that allows our procurement advisor to have an overview of all agreements across the different units and including any and all variations.

    So we will have the following

    1. A form that populates the contract info
    2. Another form (separate sheet) for the milestones aligning back to the above via a Project & Contract ID.
    3. Another form requesting a variation to be completed when changes to the original contract changes.
    4. All must link back to the first sheet
    5. Only the relevant milestones and variation to a contract are linked into the first sheet.

    Is this at all possible with smartsheets?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @SharonR

    Yes, as I understand your need, it's certainly possible.

    What is the reason for the structure? There's nothing wrong with it. I want to understand more about the process.

    Feel free to share more information if you have.

    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@workbold.com)

    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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