Advanced Form/Questionnaire Functionality
I'm trying to build a Smartsheet template for a product release checklist. I think the best way to accomplish this would be to design it using the Project template, but I want to build in some advanced features that I'm having trouble with.
First and foremost, I want users to be able to enter basic metadata about the project (release number, release type, whether or not there are regulatory implications, etc.). I've been fiddling with Forms for a while, because I thought a Form submission would be a good way to capture that data. But it seems like the only thing the sheet can do with a form submission is to add the inputs as data in rows on the sheet. Is there a way to attach a submitted form as a file? Or is there some other way to solicit that kind of data within the sheet itself?
I also want to create a dynamic project plan that only includes relevant work packages. If part of our project plan is only relevant to projects that involve the Legal department, for instance, and the user specifies that the Legal department won't be involved in a planned project, I want to exclude that portion of the project plan. Again, I thought I might be able to use Forms to solicit that information from the requestor, and then use the input to customize a project plan, but I can't figure out how to make that work.
Conceptually, it seems like I'm trying to build a custom Project Plan Wizard. Is that something Smartsheet could be used for?
Thank you all for your help.
Andrew
Best Answer
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I hope you're well and safe!
Have you explored using the Premium App, Control Center?
Is that an option?
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
-
I hope you're well and safe!
Have you explored using the Premium App, Control Center?
Is that an option?
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.
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Hello, and thank you for the response!
That looks very much in line with exactly what I'm trying to do, but I don't believe we have access to it. I appreciate the suggestion! I'll start simpler and revisit this if we really need the additional functionality.
Thanks again!
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