Forms with Checklist
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!
Best Answer
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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!
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.
Answers
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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:
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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Thanks for this.
but my concern is you can use the FILE UPLOAD once only.
I have 10+ list on my checklist.
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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!
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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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?
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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:
Would that work?
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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.
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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?
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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?
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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.
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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:
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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.
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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?
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Excellent!
You're more than welcome!
Yes! See below.
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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.
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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/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.
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