Can a Form field be auto populated?
I have a form that all Project Managers complete each week. When they open the form I would like to auto populate some of the Form fields with data from various sheets. Is there a formula that I can add to the form that will retrieve data from a cell elsewhere in Smartsheet?
Answers
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I hope you're well and safe!
You could use the URL-query feature to replicate the form but from the sheet.
When you click in the URL created with the URL-query's help, it will open the Form layout with fields already filled in.
You could also use an Automated Alert Workflow and include a link to the form pre-filled using the URL-Query feature.
More info:
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.
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Currently smartsheet forms do not have this function. I would like this feature added as well.
Add My Vote
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Thanks Andree but the information I want to pull into the form is in a cell that can change daily based on the logs that are updating the sheet. In particular, its a cell displaying the current profit margin for the project.
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Happy to help!
The URL-query feature can include that value in the form link.
Why wouldn't that work?
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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