Showing Data in a form from its own sheet

I am attempting to create a sheet and form where the form will pull data directly from the sheet.

IE. I want to create the sheet for a project, populate some information, and then send out a form to several folks for additional input that will feed into the sheet. This sheet/ form will be copied for each new project.

I was able to accomplish this crudely by embedding a form within a Dashboard. Which works, but, to link the form requires a URL. So when I copy the form, say for a new project, it will link back to the original form that I created not the new copied sheet. Every new project I create will need to be manually linked to the new sheet.

Is there a way to do this where when I copy the sheet and form, the links will be maintained to the new sheet? Or an alternate way that I am missing to show data from a sheet in a form?

Attached Screen shots of what I have so far. Feasibility tool pulls pre-populated information from the sheet, the form feeds the same sheet.


Any help is appreciated.


Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    When you "Save as New" for a sheet that has a form, that form should save over as well and be linked to the new sheet. You should be able to just grab the form URL from the new sheet and drop it in the new dashboard. You shouldn't make a copy of the form but of the entire sheet.

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  • Correct but it does not update the link in the dashboard. The purpose of the dashboard is to show prepopulated information on the "form" (dashboard in this case) which will influence the input into the form from users. I have not found a way to show info on form from the sheet without the use embedding the form in a dashboard which does not update embeded link on "save as new"

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    That is correct because of the URL based widget being a hardcoded URL. You are going to have to update the URL every time you create the new dashboard.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com