using forms/making reminders

janetmcclain

Hello,

I'm trying to use a contact list sheet to send out a reminder to fill out a form. However, if the recipient doesn't fill out the form how do I make a reminder if there's no data in the sheet that received the form info? I'm trying to avoid manual work. This will also change every week. So the contact list could change and the request to fill out the form goes out every week with a reminder on Wednesdays and Fridays.

How do I figure out who didn't fill out the form and remind them we need the data? How do I run reports on a lack of data?

Thanks.

SoS | Dan Palenchar

You could query the Sheet where the forms come in and use a formula to determine if a particular contact created a row within the given time period. This would require people to log into Smartsheet when submitting a form (their contact info will appear in the Created By system column)

janetmcclain

Thanks! Unfortunately, our employees don't have accounts. I'll try to do a comparison of some sort.

Janet

Andrée Starå

Hi @janetmcclain

I hope you're well and safe!

To add to Dan's excellent advice/answer.

• Another option could be to use the URL-query feature and pre-populate the different submitters' forms and use that to identify if they've submitted and need to get a reminder or not.

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values#toc-add-a-query-string-to-a-form-url

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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janetmcclain

Thanks! I'll have to think about your response. I was also thinking about copying the rows that do come in and then comparing in the original sheet.

For another option, can I pull in fields from the form sheet (date and a check box field - not formulas or numbers) to the contact sheet and then someone can easily sort who doesn't have those fields?

Thanks again.

Janet