How to workflow a form
I would like to create a form to log damage created during cleaning in our plant. My thoughts are that it would flow as follows.
- The individual who discovers the damage would enter the date and description of the damage in the form.
- The form would workflow to sanitation and maintenance for their input and corrective actions while copying the appropriate plant leadership
- When the form is completed, a completed form would be sent to the appropriate personnel.
I have the Smartsheet and the form created I'm just not sure if it is possible to work flow a form in this manner.
Thanks,
Duane
Answers
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I hope you're well and safe!
I'd recommend starting with the form and then continue the process with automated update requests and end it with an alert or maybe create a document with the Document Builder feature.
What do you think?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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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Thanks Andree. I understand how to workflow a Smartsheet but I have never done a form. I'd like to workflow the form itself so the updates are done via the form and not directly to the sheet. Can this be done and if so then how?
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Happy to help!
Yes, it can probably be done, but it depends on the specifics.
We could use the URL-query feature to include some of the information in an alert, but I think that the total information would make it impossible to fit it all.
Make sense?
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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