Forms and Mapped Documents

gdooley@jbelectric · 01/21/22

Is there a way to have two different people fill out one form, at different times, and populate a mapped document with both person's answers?

We are currently doing performance reviews for 30+ people in our office and there is a mangers portion to the form and the employee portion. I have created the mapped document with both sections that need to be populated.

Andrée Starå · 01/21/22

@gdooley@jbelectric

Excellent!

Happy to help!

More info:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

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Andrée Starå · 01/21/22

Hi @gdooley@jbelectric

I hope you're well and safe!

I'd recommend starting the process with the form and then continuing with Update Requests.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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gdooley@jbelectric · 01/21/22

I am new with this and I will need to figure out how to assign a manager to each of the forms, assigned to that department, and request the update. With a little research I think I can do this.

Thank you

Andrée Starå · 01/21/22

@gdooley@jbelectric

Excellent!

Happy to help!

More info:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

✅Remember! 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!

gdooley@jbelectric · 01/22/22

There are two parts to the form. The Managers part and the employees part.

I need to have both of their scores on the sames mapped document but I don't want the employee to see what the manager has scored them.

If I hide some of the questions on the form from the employee will the manager be able to see their portion of the form?

I created a form sheet and mapped a document. I was only planning on sharing the form with the employees and have them fill in there name and answers to the questions.

How does it work to have two different people answer two different sets of questions and have it mapped to the same document?

Employee's Section