Form Pre-populated Fields

YvS

Hi - I am wondering if there is a way to auto populate a form with weekly recurring project status reporting fields to reduce repeat data entry for our reporters.

i.e. project name/start date/end date/client.

• Can a form be automated for pre-population in specific fields say by selecting project name in a drop down?

Thanks in advance!

Andrée Starå

Hi @Yvonne Smythe

I hope you're well and safe!

Here's a possible workaround or workarounds

• We could use the URL-query feature to replicate the form but from the sheet.

When you click on the URL created with the help of the URL query, it will open the Form layout with fields already filled in.

More info:

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

• You could potentially use update requests

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

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Andrée Starå

Hi @Yvonne Smythe

I hope you're well and safe!

Here's a possible workaround or workarounds

• We could use the URL-query feature to replicate the form but from the sheet.

When you click on the URL created with the help of the URL query, it will open the Form layout with fields already filled in.

More info:

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

• You could potentially use update requests

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!

YvS

Hi - All is well, thanks for asking. I trust all is well with you @Andrée Starå! I am going to take my notebook and coffee outside now to prepare scenarios to test. Thank you for taking the time to respond, it is greatly appreciated!

Enjoy the day, that's what its made for. 😊

Andrée Starå

@Yvonne Smythe

Glad to hear you're well, and I am as well!

Happy to help, and have a fantastic day and enjoy your coffee!