Work Around for Auto-Number in Web Form
I have my smartsheet set up so that x1 day after approval an email will be sent to the Manager requesting completed documents be uploaded into smartsheet.
In my head I was going to create:
- Form submission: to include: (1) The auto-number "Notification Number" that was assigned the day before. (2) ability to upload document(s).
- Alert email: set to send to manager the day after notification number was assigned: to include: (3) a link to the Form submission.
I know you can't access the Auto-Number column in Forms so I created a rule that duplicates the auto-number to a new field that is set as single option drop down. However, even my new pseudo Notification Number is not available as a field option in the Form submission.
Thoughts?
Best Answer
-
Hi @HardWork
I hope you're well and safe!
Here's a possible workaround or workarounds
- You could use an Automated Alert Workflow and include a link to the form pre-filled with the auto-number by using the URL-Query feature.
More info:
Would that work/help?
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @HardWork
I hope you're well and safe!
Here's a possible workaround or workarounds
- You could use an Automated Alert Workflow and include a link to the form pre-filled with the auto-number by using the URL-Query feature.
More info:
Would that work/help?
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Request to Close: Approved
New Request to Re-Open: I want the Notification Number from the Request to Close be allowed to enter into the Form for Request to Re-Open so that the it shows the facility approved to close then approved to re-open.
With the URL I cant seem to wrap my head around how to assign the Notification Number to the Form if I don't know what facility the requests are coming from.
Make any sense?
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