Forms to Smartsheet Workflow
Hi,
I'm trying to create a Smartsheet Form that collects issues relating to 4 different locations. In the Sheet, I have four different Rows associated with each location, that are the top of the task hierarchy.
Within the forms there is a field to choose one of said locations.
What I would like to happen is, when you input an issue into the form it will pull under the corresponding location.
Is there any way to do this?
Thank you,
Nicholas
Answers
-
Hi @nlarson_PMC
I hope you're well and safe!
Not sure I follow!
If you want the submission to go to a specific sheet, you could add a so-called helper Sheet that collects all submissions and then set up a Copy/Move Row Workflow that would distribute the Issue record to the correct sheet based on the location.
Make sense?
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 430 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives