Auto fill Form

Andrea Westrich

I have a form that I'm sending to users via email with a link. When they open that form, I'd like the date and name to auto-populate with the current date and their name.

Information:

The sheet that will be receiving this information could have their name in row 1 if that would help, but I don't want to already have rows with their name in it.

Each user will have their own sheet, but I don't want to already have rows with their name it in. I need for each new row (when they enter information) to trigger an automation.

I don't care if they see their name or not, but I do need it to be in the row with the information they provide, immediately.

Let me know if I can provide any other information.

Andrée Starå

Hi @Andrea Westrich

I hope you're well and safe!

I'd recommend using the Placeholder feature and the System column, Created Date.

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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!

Andrea Westrich

Hi @Andrée Starå Thank you for your kind answer.

I think you misunderstand what I'm asking. I have 2 sheets; sheet one will kick off an automation that will send an email to the user (I've used placeholders in this automation) with a link to a form for another sheet (sheet 2). When the users enters the information via the form for sheet 2, I'd like the date (I can probably use system date) and the user name to be placed in sheet 2.

I think I can use automation to change the cell when a new row is added, but I was wondering if there was another way to make the user's name (also the sheet owner) appear in the "Name" column.

This in turn sets off another automation to send them all the information they entered.

I'm wondering if there is a better way. 😀