Mutiple forms for a Single Row/Workflow

Bryce Bernardi

Is it possible to have more than one form fill out a single row. So I have a form to fill out the initial set of cells for a request. This then triggers a work flow to fill the request on one end. Once the request is filled and the request date is completed I have another workflow set up to go back to the initial requestor to actualize the request. (To confirm that what they received is what they ordered and then account for anything that was missed). Is it possible to have a second form be sent back to the requestor that will update the same line.

Andrée Starå

Hi @Bryce Bernardi

You can start the process with a form and then continue the process with automated update requests.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bryce Bernardi

Do they have to access to the sheet to fill out the update request. I don't want the updater to be able to go back and change other cells.

Andrée Starå

Hi @Bryce Bernardi

You can start the process with a form and then continue the process with automated update requests.

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!

Mike Wilday

Yes, you can use "Request an update" in your workflow to send them the fields from that row and allow the user to edit them. You will need to capture their email address in a contact field in the form submission but if you've done that, the "Request an update" feature would be your answer.

For more on request an update see:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Bryce Bernardi

Do they have to access to the sheet to fill out the update request. I don't want the updater to be able to go back and change other cells.

Andrée Starå

@Bryce Bernardi

No, they don't need to have access to the sheet.

That is one of the excellent things with update requests.

Mike Wilday

And you can limit what cells you send them using the three-dot menu next to the update request.

Mike Wilday

@Andrée Starå We're double dipping! Sorry! :D

Andrée Starå

@Mike Wilday

Haha! No worries! 😄

We should have an indicator or something when someone answers.