Customized Data Entry Views
We have master sheets with over 100 rows and it gets very labor some to enter data at different phases of a a project. I understand that form views are a nice way to enter data but that they can only be used one entry per row. Is there a way to go back into form view at a later time and by a drop down menu of the primary column select a row that you add additional data in through form view? If not, is there a better way to customize different data entry views? For example, we may want to enter all of the information we have on a client at the time the row is created but then we want to go back in and check a box or add a date or add additional information into the other columns. How can we do that without scrolling through 100 columns?
I tried this in card view and it did not work.
Appreciate any help you can offer!
Beginner - Intermediate user of Smartsheet.
Answers
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Hi @Amy Shank
I hope you're well and safe!
Welcome to the Community and the wonderful world of Smartsheet!
You could use the Edit Row feature by double-clicking on the row at the start of the row or by right-clicking on a row and select Row Actions and then Edit Row, and that will show similar to a form.
Make sense?
Would that 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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Thank you for the quick response Andrée! Is this view customizable so that say only the date columns would appear or only the revenue columns etc?
This appears to be a form view of all the 100+ columns and we would like to limit the scrolling needed to find the field that needs to be updated.
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Happy to help!
You could either use the premium app, Dynamic View, or use a report instead.
Would that work/help?
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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