Form and projects
Hi,
I've an issue on Smartsheet Forms. I created a form and I'd want that the compiled fields will be insert in a new project with allocated tasks so I can automate the activities and set some alerts.
Can you help me?
Thank you
EM
Answers
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I hope you're well and safe!
Not sure I follow.
Do you want to create a new sheet from the form?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
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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I've shared an example form so we can discuss on it.
Let me know.
Thank you
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Hi,
the form I shared is only an example. Our need is to share a similar form to our collegues and to ask for its completion. The goal is to have the answers of our collegues in a sheet with parent and children records so we can automate the related activites with owners and due dates.
Thank for your answer
EM
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