Can I use Smartsheet forms to auto-return a value?
I am trying to automate a common request from our customer service team. My company distributes unique gift card codes to customers, but occasionally, a customer will call in and say their code isn't working. We need to send them a new one.
My goal would be to have a customer service agent use a form to submit the gift card name (by SKU), then have the form auto-respond with a unique code for the SKU, based on a sheet containing all the replacement codes.
Is something like this possible?
Example: We have a $10 Amazon Gift Card (SKU 123) and a $20 Target Gift Card (SKU 789)
SKU 123 has replacement codes of ABC, DEF, GHI; SKU 789 has replacement codes of JKL, MNO, PQR.
An agent enters into the form that they want a replacement code for 123, and the form will return ABC. The form knows not to return JKL, MNO, PQR since those are assigned to 789.
The next agent requests another replacement code for 123. The form returns DEF because it already knows ABC was distributed.