Forms with Checklist

araregilme

Hi!

I am creating a form that contains checklist for a newly hired employee.

The logic is that, when he check the box, he gets to upload a file or document

Can someone help me with this?

Thanks so much!

Andrée Starå

Hi @araregilme

I hope you're well and safe!

To add to Jeff's excellent advice/answer.

Unfortunately, you can only have one File Upload section, but you can add multiple files.

I'd recommend adding checkboxes or a multi-select column type where the submitter can select each attachment they've added.

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

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Jeff Reisman

@araregilme

You can use Conditional Logic in the form.

Add the File Upload box to the form just below your checkbox field. In the settings for the checkbox field, click on Logic, and Add Logic. Set the logic so that when the field is checked, the File Upload field is shown:

Open the form:

araregilme

Thanks for this.

but my concern is you can use the FILE UPLOAD once only.

I have 10+ list on my checklist.

Andrée Starå

Hi @araregilme

I hope you're well and safe!

To add to Jeff's excellent advice/answer.

Unfortunately, you can only have one File Upload section, but you can add multiple files.

I'd recommend adding checkboxes or a multi-select column type where the submitter can select each attachment they've added.

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!

araregilme

Hi Andrée,

Got it! Thanks for this one. I will try to apply this solution.

One more thing, I was wondering if there are any possible way for a staggered uploading of files? Example, I wasn't able to upload everything on the checklist, if I'm going to upload the remaining on my list, is there a way that it can be attached to the same line?

Andrée Starå

@araregilme

Excellent!

Happy to help!

Yes, but you'd have to add a Workflow that would send an Update Request that you could use to add more attachments to a specific row(s). It could be triggered by the submitter checking a box or if not all required attachments have been selected as added or something similar.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Would that work?

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araregilme

Hi Andrée,

I can do that without sharing the sheet?

Sorry for the confusion.

The scenario is, I have a form (a checklist and where they can upload the attachments) as the front end. And the sheet as the backend. If the user wasn't able to complete the checklist, without sharing the sheet, how can the user add the lacking documents?

Andrée Starå

@araregilme

No worries!

Yes, you can send an Update Request to anyone. You can select in the Update Request what you want them to be able to Update. They don't need to have access to the sheet, and they don't need to have a Smartsheet account.

Make sense?

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araregilme

Andrée,

Where will they upload it?

Sorry, I'm a bit confused.😅

Andrée Starå

@araregilme

They'll get an email with a link that will open to something similar to a form, and they can upload the additional attachments there.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

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araregilme

Hi Andrée,

It worked! Thanks for the help.

I do have another question. Is it possible to edit what can be seen on the Update form?

Andrée Starå

@araregilme

Excellent!

You're more than welcome!

Yes! See below.

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araregilme

Andrée

Got it!

Thank you so much for the help!

Andrée Starå

@araregilme

I'm always happy to help!

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