Can I link multiple forms, entered at different stages to the same record

I'm trying to see if it is possible to create multiple forms to be sent to user and be adding captured data to the same record?

My process requires data to be entered at multiple moments in time but all need to be part of the same record.

I do not want to use the Request update action as that lacks the functionality a form provides to add additional information in the form.

Ideally, I would like to be able to use the Request update action where I can just select a form to request updated information for that record.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Guy Dekoker

    I hope you're well and safe!

    Yes, it's possible but quite advanced.

    My suggestion would be to either have each form submitted in the same or another sheet (connected with cross-sheet formulas)

    In any way, we could send out an alert with a specific link that lets us know what type of information they are submitting.

    We'd then add a formula structure to collect the correct information to the specific cells.

    Make sense?

    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:[email protected] | 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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