Filling names in on a form

Stephanie Ruiz

I'm working on a cell phone porting project. I created a sheet that has each employees name, department, device, and phone number. I also created a form to send to the managers of each department. I want the manager to be able to see the names of employees and then select if they are "keeping and porting" or "returning" their device. If they are "keeping and porting" I want them to be able to select a date/time to meet with IT to do the device switch. I got all automation/formatting figured out. The part I need help with is can I and if so how can I auto-populate the employees names for each manager on their form?

Paul H

You could build custom URLs for each manager, using URL string query to populate fields. These URLs could even be automatically created from your list of employees via a formula.

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

Have you also looked at using Update Requests instead?

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Stephanie Ruiz

Thank you that was very helpful

Paul H

You could build custom URLs for each manager, using URL string query to populate fields. These URLs could even be automatically created from your list of employees via a formula.

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

Have you also looked at using Update Requests instead?

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Stephanie Ruiz

Thank you that was very helpful