Forms

Hi, guys! I am creating 2 forms - one to enter new data and another to update data on existing projects. Essentially, I want to make sure that when a user is entering a new project, user does not submit a duplicate. The forms will be called "Submit New Project Request, and the other one will be "Update Project Request".

On either new request or update request form: Is it possible for Smartsheet to tell the user "this project already exists" if one is already in the system?

On the Update request form, when updating a project, key words would be entered in the "project name" field, then the rest of the project fields would be pulled into the update form.

Would love to hear everyone's thoughts. Thanks.

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    edited 06/17/21

    Hi @Desiree de los Reyes

    Hope you are fine, please share me as an admin on a sample workspace contains your sheets and i will create the exact formula (after removing or replacing any sensitive information).

    My Email : Bassam.k@mobilproject.it

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Desiree de los Reyes

    I hope you're well and safe!

    Unfortunately, it's not possible now to check for a duplicate in the form, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Check for a duplicate in the sheet and send an update request to the submitter for them to update
    • Show the form side by side in a Dashboard with a sheet/report showing what's already submitted
    • 3rd-party form option

    Would any of those options 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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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