Situation:
Users want to use the Form as input to update the smartsheet (and also minimize cell overwrites or delete errors that come with users entering data manually in a sheet...).
Idea:
Create a Form in the smartsheet , use an column (Checkbox = Checked) on the Form to generate a cell with new data.
Create a workflow to recognize that new cell input and trigger a Request Update with the relative rows that need updating.
User receives email with the link to a new Form with the relative rows to update.
Benefit:
Users trigger their own update requests dynamically instead of waiting for a condition change or TOD trigger (Daily Hourly Weekly --- not timely) .
Issue:
It looks like when i used the Checkbox symbol in the form to submit new data (box = Checked) into a cell , even though i see the cell with a 'check mark' the workflow will not trigger using the 'when triggered' option. I also found that the smartsheet does not turn on the Save icon in the sheet when inputs from a Form are generated.
Question:
Is there a field i can use in a Form that will populate a cell in the sheet that will trigger a workflow ? Checkbox doesnt work and i tried using some generic characters to get the workflow to trigger off that cell but still doesnt work.
Observation:
- smartsheet not recognizing new inputs from a Form as data to be 'Saved' (probably intended but not helpful for me!)
- no workflow option to trigger a 'Save' ( and i believe a 'change in a cell is triggered by a 'Save'..) , so even if the Form input was recognized in the form, I can't execute a 'Save' to trigger the workflow and initiate a 'Request for Update' to the user.
Are there any workarounds to my workaround ?? ;-)
Rick
