Can I have 2 users fill out the same form?

Hello,

Is it possible to have user #1 fill out the required fields of a form and submit it, and then have user #2 view the same form with the answers submitted by user #1, and fill in any optional fields?

I am looking to streamline a process so that it creates one entry in my sheet, rather than have each user fill out the form and have two entries in my sheet.

Any insight is appreciated. Happy to answer any questions if this is confusing.

Thank you

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Maya E

    I hope you're well and safe!

    Have you explored using an Update Request instead? (Start with the Form and continue with the Update Request)

    Make sense?

    Would that 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi @Andrée Starå, thanks for your response!

    I have not heard of that. How do I set up the Update Request?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Maya E

    Happy to help!

    More info.

    Remember! 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andreé,

    I'm going to try this out and see if it works. I'll reach out if I have any questions. Thank you very much!

    Best,

    Maya

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Maya E

    Excellent!

    You're more than welcome!

    Remember! 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • This worked - thank you so much @Andrée Starå !

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Maya E

    Glad to hear that it works!

    I'm always happy to help!

    Remember! 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.