Tracking & validation using a form

Benjamin Brunnette

Hey community,

I'm wondering if it's possible to do tracking (accept/decline) using a form when other information already exists. This is a little confusing, so let me explain it better with an example:

If the information in the picture below already exists on a sheet, is there any way - for example - for Jill to fill out a form accepting her role on team Red in 2021 and have that "accept" show directly into row 1 under the Accept/Decline column without creating a new row? Does Smartsheet have the capability to do this kind of validation?

Thanks!

Genevieve P.

Hi @Benjamin Brunnette

Smartsheet Forms always create new rows with each new submission. However, you could email someone an Update Request directly which would allow them to update a specific row. It opens up like a form from their email.

You can either send out a row manually or set up an automatic workflow to send out based on specific criteria.

Here's more information:

• Manually Send an Update Request
• Automatically Request Updates on Tasks
• Top 5 Ways to Automate Your Work

Cheers,

Genevieve