Contract Management
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
-
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
- A form that populates the contract info
- Another form (separate sheet) for the milestones aligning back to the above via a Project & Contract ID.
- Another form requesting a variation to be completed when changes to the original contract changes.
- All must link back to the first sheet
- Only the relevant milestones and variation to a contract are linked into the first sheet.
Is this at all possible with smartsheets?
Answers
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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.
-
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
- A form that populates the contract info
- Another form (separate sheet) for the milestones aligning back to the above via a Project & Contract ID.
- Another form requesting a variation to be completed when changes to the original contract changes.
- All must link back to the first sheet
- Only the relevant milestones and variation to a contract are linked into the first sheet.
Is this at all possible with smartsheets?
-
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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