Automating the filling of an application form using Smartsheet
I have an application form that needs to be filled out annually for renewals. I am trying to automate the filling of this form through Smartsheet.
- The challenge is different parts of this form is filled out by different stakeholders. If I add all my questions as rows and send information requests to stakeholders I automate the "manual process of collecting information via email". However how do I consolidate all of this information to automatically fill up the form as well? (Trying to use document generator which requires the fields in the PDF to be columns)
- The second challenge is that the form is excessively long with a minimum of 25 questions so if I have to use document generator, would it make sense to add all questions as columns?
- I also have questions which need me to tick "Yes" or "No". Is that something that can be transferred to Smartsheet document builder?
Any help/ideas are appreciated, thanks!
Answers
-
Here's the screenshot of the "yes" "no" question on the form
-
Hi @sg081994
I hope you're well and safe!
Have you explored using an automated Update Request structure?
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 379 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 304 Events
- 34 Webinars
- 7.3K Forum Archives