Is it possible to create a data retrieval form in Smartsheet?

Damon Jones

I understand it is possible to perform data entry into a Smartsheet via a form. Is it possible to create a form that will actually retrieve data from the smartsheet and display in the form?

It would require the ability to have a lookup field then deliver a specified cell value from the smartsheet. Any suggestions?

Andrée Starå

Hi @Damon Jones

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

As a possible workaround, you could use a form to request something and get an alert/update request or show it in a dashboard, for example.

Would one of those options 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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Damon Jones

Negative, the goal is to allow a user a quick, simple way to look up data through an interface without having to access the smartsheet itself. Sounds like it's not available now

Bob B

Any update on this? I am looking for the same functionality.

JoshBauer

I am also seeking this functionality. How is this achieved?

Paul H

@JoshBauer Its possible to add a column that builds a custom URL fill the form with preexisting data for that row

see here

https://community.smartsheet.com/discussion/90041/edit-row-via-a-form-functional-workaround