I'm creating a form that will require hundreds of entries, how do I make this easy for the end user?

09/30/21
Answered - Pending Review

I'm recreating a form that was once a multi-tab excel spreadsheet. This link will be hosted on our webpage and will require users to list up to hundreds of names. What is the most efficient way for them to do this? Should I have them attach an Excel file to the form? I want to be able to upload the names to a potential subsite to verify the information.

Any assistance would be appreciated!

Answers

  • sravya.gupta127326sravya.gupta127326 ✭✭✭✭✭

    If users can upload, you can use Data Shuttle functionality to add the email addresses from the attachment to the sheet.

    Thanks,

    Sravya

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @JSapp

    I hope you're well and safe!

    There are multiple ways to solve it, and the best depends on the specifics. You could maybe use Sheets, Reports, Dynamic View, or WorkApps.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you, I emailed you yesterday and will reply with my sheet for more reference.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @JSapp

    Excellent!

    I'll take a look and get back to you.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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