Show an auto-number value on a form before it has been submitted
I need to present an auto-number field value on a form before the user submits the form
Can the auto-number be generated before the form is submitted? Can the "Form Submission" message somehow be configured to present the value.. Something like {{Record ID}}
Answers
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I hope you're well and safe!
Here's a possible workaround or workarounds
- You could use the URL-query feature to include the next auto-number
- Split a Dashboard/Portal, and one side the following number and the other would show the form
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
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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There's a couple issues with that solution though. If multiple users have the form open at the same time the number can be duplicated/incorrect. Also the dashboard won't immediately refresh the link between submissions so if a user submits multiple subsequent forms without reloading the dashboard it won't update the number in the form.
I don't know a way to make sure this works 100% of the time.
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Thanks!
Yes, I know, but I forgot to add the information that it would only work consistently if they know that it's not any risk of multiple people submitting close to each other.
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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Hi Guys.. Thanks for your response.. The risk of multiple users at the same time is possible but extremely low.. The benefit way outweighs the risk.
I'm not familiar with URL-query but will research its use..
Thanks for the help
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Happy to help!
More info:
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. 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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Hi all.
I couldn't get the URL query to work for me.
In the end, I decided to build it into my intake form using logic.
It actually makes more sense to do it this way.
I appreciate the input
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Hi Detrie! Would you mind sharing the logic needed to do this? Starting this process now.
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