Using Your Form To Create Multi Row With One Click
Dear Community Member,
Dear Community Member, I received a question from one of my clients about creating multi rows contains the basic data that he input and he don't want to re input the same data using his intake form many time, and i like to share this exercise with you if you are facing the same issue to save your time to avoid repeating basic data input using your form:
i will create this scenario to input from 1 to 5 rows with 1 form input and you can duplicate the automation to input any number :
1- create the following helper columns ( Number Of Input, C1, C2, C3, C4, C5 ) All are Text/Number .
2- in your intake form add the [Number Of Input] and during your data input add the number of copy you need to create ( for example 5 in our case ).
3- use the following formula in your intake sheet for C1 To C5 columns :
C1 = IF([Number Of Input]@row >= 0, 1, "") C2 = IF([Number Of Input]@row > 1, 1, "") C3 = IF([Number Of Input]@row > 2, 1, "") C4 = IF([Number Of Input]@row > 3, 1, "") C5 = IF([Number Of Input]@row > 4, 1, "")
Those formula will fill in Column C1 To C5 the number "1" as per the Number Of Input for example if you input 3 then C1 To C3 will have "1" and C4 To C5 will be blank.
4- Design the following workflow in your intake sheet to copy your basic data input that you will submit for one time only to your original sheet multi time as per the number of you define in the [Number Of Input] column:
then copy the same workflow as much as you need and for each new copy of the workflow change the condition for C2,C3,C4,C5.
that will make the workflows copy your single input multi time as per your definition.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
Comments
-
Hello
How do you make the action copy a row to the same sheet? I can only see an option to copy to a row to another sheet.
Thanks
-
Hi @Alan_N
The Copy Row workflow copies rows into a second sheet, you're correct. I believe the solution provided above is suggesting that there are two sheets involved: an intake sheet with the Form where the submissions come in, and a destination sheet where the finalized rows are created (through the Copy workflow).
See: Automatically move or copy rows between sheets
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Hey, @Bassam Khalil , this looks like a good solution to me. I tried it and it works. My next step is to try to implement it in a more complicated use case. Thank you for getting me started in the right direction!
-
Hi @MikeChambers, I just wanted to express my gratitude and happiness in knowing that my answer was helpful to you. Thank you
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 379 Global Discussions
- 210 Industry Talk
- 441 Announcements
- 4.6K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 301 Events
- 33 Webinars
- 7.3K Forum Archives