Auto Population


Good morning,

I'm currently building multiple inspection forms for my employer through Smartsheet. Each inspection form has columns at the end of the form that are titled the same (Inspection Type, Deficiencies, Immediate Corrective Action(s), Follow-Up Corrective Action(s), Responsible Person, and Due Date). I am wanting to build a Corrective Actions Roll-Up sheet which, when submitting any inspection form will automatically populate all information from the columns I have listed above (in parenthesis) to its designated column titled the same on the Corrective Actions Roll-Up sheet. Is this possible in Smartsheet?

Best Answer

  • James Keuning
    James Keuning ✭✭✭✭✭
    Answer ✓

    Yes, you can use a Copy or Move workflow to copy or move the records from each form to the roll-up. All of the other columns in the source forms will travel also, but you can just hide those on the rollup.