Pre-populate select fields in a Form (sheet B) from an existing sheet (Sheet A)

Is it possible to prepopulate select data elements of a form from an existing sheet that contains the data. Example we have two sheets. Test Execution sheet (Sheet A) to manage and track testing and Defect Log (Sheet B) used to capture defects identified the Defect Log would have form associated with it.

Within the Test Execution sheet we want to have column "Log Defect" that when selected either check box or URL to the form would open for user to submit pertinent defect details for them to enter the details. We would like the form to pull in basic information from the Test Execution sheet such as Test Case ID and Test Name. The user would then fill in the details.

On submission the Defect Log would have the basic test information and the end user details they are reporting as a defect.

Regards, Bob

Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hi @bstevens

    You could use a URL Query String to pre-populate a form by identifying the fields in Sheet A's row, see: Use a URL query string to specify different default values for a form

    The Form would be created from Sheet B, then take the base URL and insert this into a cell in Sheet A, with a formula to add the cell data and create a query string:

    This creates a specific link that will auto-fill certain cells in your form with data from the sheet:

    You can shorten the column with the URL so just the first bit of the link is visible to click on. Let me know if this will work for you!

    Cheers,

    Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hi @bstevens

    You could use a URL Query String to pre-populate a form by identifying the fields in Sheet A's row, see: Use a URL query string to specify different default values for a form

    The Form would be created from Sheet B, then take the base URL and insert this into a cell in Sheet A, with a formula to add the cell data and create a query string:

    This creates a specific link that will auto-fill certain cells in your form with data from the sheet:

    You can shorten the column with the URL so just the first bit of the link is visible to click on. Let me know if this will work for you!

    Cheers,

    Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now