Nested Form Logic?

Daniel.Colwell

Good Afternoon Smartsheet Pros!

I am trying to create a form that adds new employee data to a spreadsheet. My desire is that I have functionality that allows the form filler to add multiple personel entries to the same form. My instinct was to create an 'Add Additional Employee' checkbox with logic that populates the data fields again, but that hasn't performed the task I was hoping for.

I have a feeling the issue comes down to a choice. A) require the individuals to submit one entry at a time, ensuring that all the data ends up in a clean spreadsheet column. or B) create new columns for the information collected for employee 2,3 etc. I could then create logic for a drop-down for adding 1-10 additional employees and the logic would populate the required number of fields, but the data would be messy on the back end.

Does anybody have advice for a cleaner way to handle this?

Andrée Starå

Hi @Daniel.Colwell

I hope you're well and safe!

This might help!

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

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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Daniel.Colwell

@Andrée Starå That definitely sounds like it would solve my problem. Can you tell me how you got that to work?

Thanks in advance!

Best,

Daniel Colwell

Andrée Starå

@Daniel.Colwell

Excellent!

Happy to help!

I'd be happy to share an example. 

Please email me at andree@workbold.com, and I'll share it with you.

✅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!