How to redirect a user to a URL during Form entry, if they answer Yes to a certain question

I am looking to gather supplemental information as part of the Form entry process.

When the user answers yes to a certain control-question, they need to answer 10 more questions.

Although I could use conditional logic, to present the subsequent 10 questions, in this case and I do not want to clutter the main form, or main sheet with this information as it is used only a small percentage of the time.

Plus when I send alerts or update requests, these 10 extra columns would show (short of duplicating all of the Automations and building logic to send versions without the extra 10 questions, most of the time)

Was thinking instead to:

  1. Via helpful text, or by imbedding an (intranet) URL in a column, direct them to the (intranet) URL when they answered yes to the control-question.
  2. Once on the (intranet) URL site they would find instructions on how to download an excel or word object. That (excel) object would have the extra 10 questions.
  3. They would answer the 10 questions, save the questionnaire, return to the main Form and attach it to the main Form before they finish the Submission.

I know it's a round-about solution, so if there are better suggestions, I am very grateful to hear them.

Regards,

Dave

Best Answers

  • Adrian Backus
    Adrian Backus ✭✭✭✭
    Answer ✓

    It seems like the easiest solution might be to collect the users email and then create an "Alert" automation to send the URL of the follow-up form to the respondent upon submission of the form. You could then add helper text to the conditional question with something like "If you respond yes, you will be sent a follow up questionaire at the email address you provided.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @David SCOTT Johnson

    To add to Adrian's excellent advice/answer.

    Another option might be my solution described below. Start with the main form and add instructions that if they select yes, they should submit the form, and then another form with the other questions would load.

    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 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.

Answers

  • Adrian Backus
    Adrian Backus ✭✭✭✭
    Answer ✓

    It seems like the easiest solution might be to collect the users email and then create an "Alert" automation to send the URL of the follow-up form to the respondent upon submission of the form. You could then add helper text to the conditional question with something like "If you respond yes, you will be sent a follow up questionaire at the email address you provided.

  • ah ha!

    That's definitely a smarter approach Adrian.

    Thank you, so much.

    Regards,

    Dave

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @David SCOTT Johnson

    To add to Adrian's excellent advice/answer.

    Another option might be my solution described below. Start with the main form and add instructions that if they select yes, they should submit the form, and then another form with the other questions would load.

    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 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.

  • Andree,

    Also a great idea. One of my "constraint" was to avoid having to build the additional sets of questions into a sheet. But, for the future, without this constraint.