Prepopulate a form field (Dropdown contact list) via a link to the form

julieg

A form is made available to users via a link. The users are in a contact list drop down field on the form. Is it possible to pre-populate the field (contact list drop down) with the users contact list info when the user clicks on the form link?

Is it necessary to require the user to login to smartsheet to accomplish this?

julieg

Thanks Andree,

So they would log into smartsheet to access the form link. I would then capture the submitted info in the Created By column which could then populate the field?

Thanks again for the help,

julieg

julieg

Thanks Andree for all the help

Andrée Starå

Hi @julieg

I hope you're well and safe!

Try something like this.

YourFormLinkHere?ContactListColumn=TheEmailAddressThatYouWant

My example would look like this.

https://app.smartsheet.com/b/form/6faff2f3ea0a4d1bb0c306a3a4078c?ContactList=andree@workbold.com

Also, no, the user doesn't have to be logged in.

Make sense?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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julieg

Hi Andree,

Thank you for the prompt response.

Are you saying that i need to add the specific user email address "contact list" to the link? I was hoping that clicking on the link would automatically cause the user to be identified and the contact would be added to the link which then populates the field on the form.

Andrée Starå

@julieg

Happy to help!

Either the email has to be added to the link before, or they would need to log in, and then you can collect the submitted in the Created By column in the sheet.

Make sense?

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julieg

Thanks Andree,

So they would log into smartsheet to access the form link. I would then capture the submitted info in the Created By column which could then populate the field?

Thanks again for the help,

julieg

Andrée Starå

@julieg

You're more than welcome!

You'd change the settings in the form that they need to be logged in to access it, and then you can share the standard form link or embed it in a dashboard. Then as long as you've added the Created By column, the submitter's information will be stored.

More info.

https://help.smartsheet.com/articles/2481836-manage-form-display-and-submission-options

julieg

Thanks Andree for all the help

Andrée Starå

@julieg

You're more than welcome!

✅Remember! 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!