How do I pre populate a form based on a project plan?
I have a simple form that I created to capture time spent on tasks of a project plan. I would like to have the link (in each row of the project plan) populate the form for the User, phase, task and date of the project.
An example of the test I was running for the user is smartsheeturl?User="Assigned%20To]@row
When I use this all I get is the Assigned To@row in the form. What am I doing wrong?
Answers
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@Andrée Starå Are you able to locate the thread that has a lot of details regarding building these URLs? I would know it if I saw it again. I thought I had bookmarked it, but I can't seem to find it anymore. It even had a link to all of the different special characters and whatnot.
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Hi @Paul Newcome & @Garrett Burbidge
I hope you're well and safe!
Here you go.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Can I add a cell reference to the URL. For example if the form has a user field, and the sheet that the link came from has an "Assigned To" cell, can the URL populate the forms user field based on the cell reference in the original sheet?
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You should be able to. I think the problem is with how you are referencing it.
User="Assigned%20To]@row
You should use a formula that creates a text string and put it in a cell to generate the string that will then become the URL.
="smartsheeturl" + "User=" + [Assigned To]@row + "RestOfURL"
You may need to use the SUBSTITUTE function to replace the @ with "%40" alongside any other special characters as well.
="smartsheeturl" + "User=" + SUBSTITUTE([Assigned To]@row, "@", "%40") + "RestOfURL"
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@Andrée Starå Thanks. I had found that one, but I thought there was another Community post somewhere that we had worked on some troubleshooting and whatnot.
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