Forms - Auto population functionality
Hello there,
I am working on a project where I am collecting data via a primary form. My question, is there a way to auto populate a new form (sub form) with the fields / data that was submitted on the primary form?
Thank you!
Alexandra
Answers
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Not now, but I have an idea that I'm going to explore when I have time.
Meanwhile, 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 weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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You can use Send Update Request and select the columns that you want to include. This sends a further form to a user with columns populated with data from the record that was already submitted.
The Update Request form is not accessible from a design perspective, but does allow you to use a form for further data collection. The Update Request is also available to use within an automation workflow if there is a logical trigger that can be used to push the form to a user.
If this doesn't resolve the issue for you, please do get in touch with us as we could discuss creating you a webform which can pick up smartsheet data and send it to a further form and still have conditional logic available to program...
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