Forms

Desiree de los Reyes

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.

Bassam Khalil

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 : [email protected]

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!