Can a selection on one form trigger the opening of another form?

MarkB
MarkB
edited 06/15/22 in Smartsheet Basics

I have multiple forms created for different customers who have different workflows. I would like a main form (for internal people) that has a dropdown where you select the customer and it takes you to their form (and corresponding workflow). Basically, it would be a dashboard of different customer forms. Is this possible?

Answers

  • Hi @MarkB

    What I would do in this instance is set up Conditional Logic on this form to show a different Header and Description based on what's selected in that dropdown list. Then in that Description you can add the correct form link that your internal employee should be using.

    For example:

    I hope that helps!

    Genevieve

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