Linkage Between Form and Report

edited 08/11/22 in Smartsheet Basics

Good afternoon,

I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily.


All customers have a "Note" entered as part of their form.

I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to show a link that opens, in a new window, a report that shows only Customer Name, Data Input Date, and Note fields from the form sheet.

I would like to be able to filter this report by customer name, to only view the Notes related to that specific repeat customer.

Is there a way to arrange this between the form, sheet and report that does not allow the form user access to the original data sheet that is filled in by form submission?


  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Unfortunately there is no way to accomplish exactly what you are looking for. Feel free to browse the Ideas topic to see if someone has already submitted the idea. If they have then you can vote for it. If they have not then you can submit it yourself to allow others to vote on it.