Specify source of entry on a sheet - Form vs Manual?
Hi all
I have a sheet in which rows can be added either by members of the team, or by external people, via a form. If a row is added by an external person, via the form, I would like to build an automation to alert me when that happens (I don't need to be alerted if it's from the team). Is it possible to have a system-generated column which records the source of the entry, so I can base a conditional alert automation upon that?
Best Answers
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Hi @LisaB:-)
I hope you're well and safe!
The simplest way would be to add a so-called helper column (Form or Manual) and add it to the Form and set it as Default Value, Form. You can then hide the field.
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, Awesome, 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.
-
Still in one piece, thank you Andrée, and I hope the same for you :-)
That is a brilliant solution - thank you so much!
Lisa
Answers
-
Hi @LisaB:-)
I hope you're well and safe!
The simplest way would be to add a so-called helper column (Form or Manual) and add it to the Form and set it as Default Value, Form. You can then hide the field.
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, Awesome, 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.
-
Still in one piece, thank you Andrée, and I hope the same for you :-)
That is a brilliant solution - thank you so much!
Lisa
-
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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