Forms to Smartsheet Workflow

nlarson_PMC

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

Andrée Starå

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

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